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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 | $232,540-100.0% | $185,117-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 82.8%-82.8pp |
| Annual return | 19.90% | 43.03%-23.1pp | 40.50%-20.6pp | 578.59%-558.7pp |
| Employer contribution / active EE | $12,750 | $5,195+145.4% | $4,182+204.9% | $4,876+161.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |