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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 | $0 | $55,713-100.0% | $75,894-100.0% | $72,983-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.3%-69.3pp | 69.5%-69.5pp |
| Annual return | 20.60% | 27.60%-7.0pp | 30.76%-10.2pp | 81.01%-60.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,129 | $2,634+18.8% | $3,603-13.2% | $3,608-13.3% |
| Admin fee / account holder | $0 | $3,980-100.0% | $5,420-100.0% | $5,124-100.0% |