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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 | $28,076 | $115,810-75.8% | $101,271-72.3% | $158,966-82.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.41% | 56.15%-38.7pp | 46.48%-29.1pp | 302.95%-285.5pp |
| Employer contribution / active EE | $3,119 | $4,175-25.3% | $3,660-14.8% | $4,762-34.5% |
| Participant deferral / active EE | $11,009 | $4,958+122.0% | $4,371+151.9% | $5,983+84.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |