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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 | $188,054 | $148,629+26.5% | $135,982+38.3% | $139,487+34.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.19% | 79.33%-57.1pp | 68.32%-46.1pp | 373.84%-351.7pp |
| Employer contribution / active EE | $5,631 | $5,247+7.3% | $4,859+15.9% | $4,755+18.4% |
| Participant deferral / active EE | $31,200 | $8,102+285.1% | $7,760+302.1% | $6,713+364.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |