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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 | $104,796 | $227,399-53.9% | $189,758-44.8% | $198,609-47.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.87% | 61.03%-48.2pp | 52.62%-39.8pp | 202.70%-189.8pp |
| Employer contribution / active EE | $6,676 | $5,526+20.8% | $4,767+40.1% | $5,055+32.1% |
| Participant deferral / active EE | $10,769 | $6,837+57.5% | $5,856+83.9% | $6,977+54.4% |
| Admin fee / account holder | $63 | $25,162-99.7% | $20,388-99.7% | $19,030-99.7% |