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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 | $40,296 | $183,516-78.0% | $155,534-74.1% | $145,884-72.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.15% | 61.43%-38.3pp | 64.92%-41.8pp | 551.85%-528.7pp |
| Employer contribution / active EE | $6,467 | $5,315+21.7% | $4,675+38.3% | $4,662+38.7% |
| Participant deferral / active EE | $4,351 | $6,467-32.7% | $5,630-22.7% | $6,690-35.0% |
| Admin fee / account holder | $261 | $19,293-98.6% | $15,900-98.4% | $13,392-98.1% |