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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 | $242,994 | $88,710+173.9% | $81,783+197.1% | $145,959+66.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.52% | 1027.26%-1006.7pp | 775.05%-754.5pp | 561.95%-541.4pp |
| Employer contribution / active EE | $16,403 | $3,083+432.0% | $2,913+463.2% | $4,661+251.9% |
| Participant deferral / active EE | $12,224 | $4,645+163.2% | $4,320+182.9% | $6,689+82.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |