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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 | $145,048 | $141,001+2.9% | $112,228+29.2% | $139,487+4.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.66% | 32.75%-13.1pp | 30.23%-10.6pp | 373.84%-354.2pp |
| Employer contribution / active EE | $4,500 | $4,285+5.0% | $3,432+31.1% | $4,755-5.4% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $271 | $9,959-97.3% | $7,752-96.5% | $11,407-97.6% |