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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 | $362,190-100.0% | $362,190-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 24.6%-24.6pp | 16.7%-16.7pp | 34.7%-34.7pp |
| Annual return | 12.16% | 61.62%-49.5pp | 51.06%-38.9pp | 12.28%-0.1pp |
| Employer contribution / active EE | $42,857 | $38,616+11.0% | $33,707+27.1% | $34,589+23.9% |
| Participant deferral / active EE | $0 | $203-100.0% | $191-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $354,836-100.0% | $354,836-100.0% | $47,656-100.0% |