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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 | $546,767-100.0% | $191,884-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 74.6%-74.6pp | 84.6%-84.6pp |
| Annual return | 7.83% | 10.48%-2.7pp | 7.30%+0.5pp | 10.48%-2.7pp |
| Employer contribution / active EE | $30,000 | $25,108+19.5% | $17,805+68.5% | $25,108+19.5% |
| Participant deferral / active EE | $0 | $3,683-100.0% | $3,389-100.0% | $3,683-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $2,176-100.0% | $48,677-100.0% |