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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 | $88,754+173.8% | $81,820+197.0% | $145,877+66.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.52% | 1031.77%-1011.3pp | 777.93%-757.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $16,403 | $3,085+431.6% | $2,915+462.7% | $4,663+251.8% |
| Participant deferral / active EE | $12,224 | $4,648+163.0% | $4,323+182.8% | $6,691+82.7% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |