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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 | $185,312-43.4% | $161,489-35.1% | $154,746-32.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.87% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $6,676 | $4,769+40.0% | $4,268+56.4% | $4,379+52.5% |
| Participant deferral / active EE | $10,769 | $6,350+69.6% | $5,630+91.3% | $6,730+60.0% |
| Admin fee / account holder | $63 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |