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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 | $66,641 | $140,592-52.6% | $123,105-45.9% | $125,389-46.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.36% | 16.80%-17.2pp | 13.22%-13.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $10,367 | $6,041+71.6% | $5,151+101.3% | $4,866+113.0% |
| Participant deferral / active EE | $5,222 | $6,980-25.2% | $6,229-16.2% | $5,352-2.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |