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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 | $105,125-100.0% | $215,441-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.7%-50.7pp | 14.6%-14.6pp |
| Annual return | 4.60% | -1.99%+6.6pp | 1.09%+3.5pp | 10.56%-6.0pp |
| Employer contribution / active EE | $1,897 | $9,499-80.0% | $57,621-96.7% | $13,643-86.1% |
| Participant deferral / active EE | $0 | $140-100.0% | $181-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $10,762-100.0% | $3,354-100.0% |