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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 | $137,399 | $155,840-11.8% | $124,694+10.2% | $167,553-18.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 20.29% | 17.98%+2.3pp | 5144.82%-5124.5pp | 478.89%-458.6pp |
| Employer contribution / active EE | $4,500 | $4,165+8.0% | $3,325+35.4% | $4,840-7.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $260 | $9,536-97.3% | $7,495-96.5% | $12,316-97.9% |