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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 | $46,757-100.0% | $413,253-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.8%-40.8pp | 11.3%-11.3pp |
| Annual return | 8.03% | 9.12%-1.1pp | 8.55%-0.5pp | 10.41%-2.4pp |
| Employer contribution / active EE | $3,051 | $25,802-88.2% | $55,494-94.5% | $14,691-79.2% |
| Participant deferral / active EE | $0 | $100-100.0% | $122-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $160,808-100.0% | $2,646-100.0% |