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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 | $138,441 | $150,442-8.0% | $136,295+1.6% | $147,585-6.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.96% | 1049.09%-1024.1pp | 5155.97%-5131.0pp | 578.56%-553.6pp |
| Employer contribution / active EE | $11,526 | $5,256+119.3% | $4,695+145.5% | $4,876+136.4% |
| Participant deferral / active EE | $5,990 | $6,630-9.7% | $6,247-4.1% | $5,439+10.1% |
| Admin fee / account holder | $3 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |