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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 | $104,660 | $138,102-24.2% | $125,381-16.5% | $134,532-22.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.47% | 750.73%-759.2pp | 572.31%-580.8pp | 418.27%-426.7pp |
| Employer contribution / active EE | $3,127 | $5,245-40.4% | $4,815-35.1% | $4,741-34.0% |
| Participant deferral / active EE | $5,785 | $7,801-25.8% | $7,448-22.3% | $6,401-9.6% |
| Admin fee / account holder | $88 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |