Filed April 12, 2022
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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 | $70,607 | $84,685-16.6% | $73,836-4.4% | $125,389-43.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.13% | 3123.80%-3122.7pp | 2268.06%-2266.9pp | 282.24%-281.1pp |
| Employer contribution / active EE | $5,965 | $3,123+91.0% | $2,787+114.0% | $4,866+22.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $219 | $5,694-96.1% | $4,882-95.5% | $9,541-97.7% |