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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 | $32,865 | $110,410-70.2% | $102,437-67.9% | $145,897-77.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 24.85%-11.2pp | 24.95%-11.3pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,452 | $4,217-41.9% | $3,871-36.7% | $4,663-47.4% |
| Participant deferral / active EE | $2,490 | $5,622-55.7% | $5,060-50.8% | $6,689-62.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |