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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 | $181,062-42.1% | $158,223-33.8% | $155,188-32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.87% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-136.0pp |
| Employer contribution / active EE | $6,676 | $4,565+46.3% | $4,109+62.5% | $4,248+57.2% |
| Participant deferral / active EE | $10,769 | $6,134+75.6% | $5,467+97.0% | $6,531+64.9% |
| Admin fee / account holder | $63 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |