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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 | $212,066 | $152,597+39.0% | $117,533+80.4% | $134,532+57.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 5.05% | 53.04%-48.0pp | 29.77%-24.7pp | 418.27%-413.2pp |
| Employer contribution / active EE | $10,992 | $5,576+97.1% | $4,179+163.0% | $4,741+131.8% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |