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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 | $160,059-100.0% | $140,019-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | 1.66% | 911.48%-909.8pp | 651.17%-649.5pp | 519.81%-518.1pp |
| Employer contribution / active EE | $42,371 | $6,420+560.0% | $5,605+655.9% | $4,779+786.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |