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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 | $19,784 | $138,114-85.7% | $125,391-84.2% | $134,545-85.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.59% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,305 | $5,246-37.0% | $4,816-31.4% | $4,742-30.3% |
| Participant deferral / active EE | $3,305 | $7,801-57.6% | $7,448-55.6% | $6,401-48.4% |
| Admin fee / account holder | $60 | $11,570-99.5% | $10,009-99.4% | $11,431-99.5% |