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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 | $79,494 | $100,938-21.2% | $90,461-12.1% | $158,982-50.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 22.22% | 1727.20%-1705.0pp | 1294.76%-1272.5pp | 302.99%-280.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,220 | $4,350-72.0% | $3,964-69.2% | $5,983-79.6% |
| Admin fee / account holder | $15 | $6,510-99.8% | $5,617-99.7% | $11,252-99.9% |