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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 | $49,655-100.0% | $1,007,756-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 41.7%-41.7pp | 18.6%-18.6pp |
| Annual return | 7.45% | 9.77%-2.3pp | 6.09%+1.4pp | 9.77%-2.3pp |
| Employer contribution / active EE | $6,933 | $13,890-50.1% | $37,712-81.6% | $13,890-50.1% |
| Participant deferral / active EE | $0 | $102-100.0% | $0 | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $29,176-100.0% | $2,893-100.0% |