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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 | $28,183 | $88,815-68.3% | $81,882-65.6% | $145,897-80.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.73% | 1033.75%-1019.0pp | 779.47%-764.7pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,147 | $3,086-62.8% | $2,916-60.7% | $4,663-75.4% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |