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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 | $74,028 | $102,638-27.9% | $81,991-9.7% | $158,966-53.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 24.07% | 61.05%-37.0pp | 41.31%-17.2pp | 302.95%-278.9pp |
| Employer contribution / active EE | $1,250 | $3,241-61.4% | $2,498-50.0% | $4,762-73.8% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |