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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 | $19,903 | $107,363-81.5% | $92,909-78.6% | $152,897-87.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.17% | 145.63%-123.5pp | 109.44%-87.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,837 | $4,222-56.5% | $3,653-49.7% | $4,764-61.4% |
| Participant deferral / active EE | $1,837 | $4,848-62.1% | $4,238-56.6% | $5,851-68.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |