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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 | $173,650 | $165,399+5.0% | $149,745+16.0% | $158,982+9.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.40% | 348.34%-326.9pp | 276.72%-255.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $24,221 | $5,105+374.5% | $4,646+421.4% | $4,763+408.5% |
| Participant deferral / active EE | $9,163 | $7,183+27.6% | $6,843+33.9% | $5,983+53.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |