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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 | $126,904 | $227,399-44.2% | $189,758-33.1% | $198,609-36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.43% | 61.03%-55.6pp | 52.62%-47.2pp | 202.70%-197.3pp |
| Employer contribution / active EE | $1,817 | $5,526-67.1% | $4,767-61.9% | $5,055-64.1% |
| Participant deferral / active EE | $4,792 | $6,837-29.9% | $5,856-18.2% | $6,977-31.3% |
| Admin fee / account holder | $15 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |