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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 | $86,925 | $149,679-41.9% | $117,039-25.7% | $147,586-41.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.21% | 19.31%-2.1pp | 18.95%-1.7pp | 578.59%-561.4pp |
| Employer contribution / active EE | $4,500 | $4,937-8.8% | $3,785+18.9% | $4,876-7.7% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $240 | $7,856-96.9% | $5,974-96.0% | $10,886-97.8% |