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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 | $21,934 | $99,009-77.8% | $86,581-74.7% | $147,585-85.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.21% | 1312.70%-1297.5pp | 965.06%-949.8pp | 578.58%-563.4pp |
| Employer contribution / active EE | $4,430 | $3,132+41.4% | $2,840+56.0% | $4,876-9.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |