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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 | $91,314 | $183,592-50.3% | $155,574-41.3% | $145,877-37.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.53% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $6,801 | $5,317+27.9% | $4,676+45.4% | $4,663+45.8% |
| Participant deferral / active EE | $11,651 | $6,466+80.2% | $5,629+107.0% | $6,691+74.1% |
| Admin fee / account holder | $66 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |