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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 | $111,933 | $149,741-25.2% | $118,914-5.9% | $158,982-29.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.88% | 19.94%-12.1pp | 35.89%-28.0pp | 302.99%-295.1pp |
| Employer contribution / active EE | $4,500 | $4,119+9.3% | $3,264+37.9% | $4,763-5.5% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13 | $8,607-99.8% | $6,582-99.8% | $11,252-99.9% |