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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 | $119,145 | $88,778+34.2% | $81,844+45.6% | $145,884-18.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.28% | 1033.03%-1018.8pp | 778.87%-764.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $5,208 | $3,087+68.7% | $2,916+78.6% | $4,662+11.7% |
| Participant deferral / active EE | $4,120 | $4,648-11.4% | $4,323-4.7% | $6,690-38.4% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |