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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 | $109,250 | $112,099-2.5% | $95,954+13.9% | $158,931-31.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.25% | 171.12%-141.9pp | 91.62%-62.4pp | 302.86%-273.6pp |
| Employer contribution / active EE | $31,901 | $3,198+897.4% | $2,541+1155.4% | $4,761+570.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $181 | $10,132-98.2% | $6,796-97.3% | $11,247-98.4% |