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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 | $172,111-39.1% | $150,298-30.3% | $137,256-23.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.87% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $6,676 | $4,636+44.0% | $4,154+60.7% | $4,156+60.6% |
| Participant deferral / active EE | $10,769 | $6,166+74.7% | $5,453+97.5% | $6,407+68.1% |
| Admin fee / account holder | $63 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |