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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 | $19,018 | $54,370-65.0% | $82,763-77.0% | $68,490-72.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.95% | -13.67%-1.3pp | 702.45%-717.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,160 | $2,219-47.7% | $3,008-61.5% | $2,597-55.3% |
| Participant deferral / active EE | $3,159 | $3,247-2.7% | $4,395-28.1% | $4,028-21.6% |
| Admin fee / account holder | $214 | $4,398-95.1% | $5,325-96.0% | $5,403-96.0% |