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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 | $144,537 | $181,896-20.5% | $156,551-7.7% | $273,972-47.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.89% | 30.74%-18.9pp | 32.23%-20.3pp | 41.46%-29.6pp |
| Employer contribution / active EE | $10,967 | $6,248+75.5% | $5,501+99.4% | $4,869+125.3% |
| Participant deferral / active EE | $7,155 | $5,550+28.9% | $4,871+46.9% | $5,287+35.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |