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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 | $25,029 | $142,392-82.4% | $119,622-79.1% | $134,532-81.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.58% | -12.46%-1.1pp | -14.98%+1.4pp | 418.27%-431.8pp |
| Employer contribution / active EE | $8,571 | $5,224+64.1% | $4,232+102.5% | $4,741+80.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $247 | $13,593-98.2% | $10,328-97.6% | $11,429-97.8% |