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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,229 | $106,918-62.4% | $84,021-52.1% | $152,897-73.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.51% | 105.01%-79.5pp | 71.32%-45.8pp | 345.43%-319.9pp |
| Employer contribution / active EE | $15,209 | $2,735+456.1% | $1,984+666.7% | $4,764+219.3% |
| Participant deferral / active EE | $19,000 | $4,012+373.5% | $3,239+486.6% | $5,851+224.7% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |