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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 | $155,323 | $148,623+4.5% | $135,974+14.2% | $139,466+11.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.46% | 79.30%-56.8pp | 68.30%-45.8pp | 373.66%-351.2pp |
| Employer contribution / active EE | $4,680 | $5,246-10.8% | $4,859-3.7% | $4,754-1.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $243 | $12,406-98.0% | $10,767-97.7% | $11,409-97.9% |