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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 | $20,735 | $69,518-70.2% | $59,887-65.4% | $135,379-84.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.59% | 7.95%+2.6pp | 3.46%+7.1pp | 519.79%-509.2pp |
| Employer contribution / active EE | $998 | $3,235-69.1% | $2,722-63.3% | $4,779-79.1% |
| Participant deferral / active EE | $3,092 | $4,204-26.5% | $3,402-9.1% | $5,609-44.9% |
| Admin fee / account holder | $150 | $5,734-97.4% | $3,591-95.8% | $10,828-98.6% |