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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 | $15,419 | $102,609-85.0% | $98,090-84.3% | $138,895-88.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 41.42% | 36.44%+5.0pp | 37.05%+4.4pp | 145.39%-104.0pp |
| Employer contribution / active EE | $3,831 | $3,867-1.0% | $3,606+6.2% | $4,194-8.7% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |