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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 | $191,718 | $135,956+41.0% | $123,894+54.7% | $273,972-30.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.80% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.7pp |
| Employer contribution / active EE | $21,884 | $5,170+323.3% | $4,617+374.0% | $4,869+349.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |