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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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 12.31% | 9.74%+2.6pp | 12.68%-0.4pp | 9.89%+2.4pp |
| Employer contribution / active EE | $57,973 | $15,597+271.7% | $41,609+39.3% | $14,313+305.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |