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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 | $88,702+34.3% | $81,780+45.7% | $145,978-18.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.28% | 1029.12%-1014.8pp | 776.27%-762.0pp | 550.52%-536.2pp |
| Employer contribution / active EE | $5,208 | $3,084+68.9% | $2,914+78.7% | $4,662+11.7% |
| Participant deferral / active EE | $4,120 | $4,645-11.3% | $4,321-4.6% | $6,690-38.4% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |