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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 | $27,034 | $77,416-65.1% | $69,464-61.1% | $152,897-82.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 27.83% | 39.08%-11.2pp | 28.98%-1.1pp | 345.43%-317.6pp |
| Employer contribution / active EE | $1,360 | $3,315-59.0% | $2,779-51.1% | $4,764-71.5% |
| Participant deferral / active EE | $3,448 | $4,413-21.9% | $3,536-2.5% | $5,851-41.1% |
| Admin fee / account holder | $186 | $6,208-97.0% | $3,840-95.2% | $11,599-98.4% |