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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 | $97,020-100.0% | $83,322-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | 2.11% | 12.31%-10.2pp | 10.64%-8.5pp | 519.79%-517.7pp |
| Employer contribution / active EE | $7,243 | $4,144+74.8% | $3,379+114.4% | $4,779+51.6% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |