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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 | $68,088 | $209,405-67.5% | $178,486-61.9% | $158,931-57.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.75% | 188.77%-168.0pp | 151.08%-130.3pp | 302.86%-282.1pp |
| Employer contribution / active EE | $8,780 | $5,707+53.9% | $5,011+75.2% | $4,761+84.4% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $24 | $17,076-99.9% | $13,985-99.8% | $11,247-99.8% |