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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 | $207,952 | $127,273+63.4% | $109,895+89.2% | $167,518+24.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.70% | 22.97%-9.3pp | 29.46%-15.8pp | 478.71%-465.0pp |
| Employer contribution / active EE | $13,447 | $3,324+304.5% | $2,843+372.9% | $4,838+177.9% |
| Participant deferral / active EE | $16,737 | $4,515+270.7% | $4,049+313.4% | $6,342+163.9% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |