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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 | $138,072-100.0% | $123,549-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -7.57% | 153.69%-161.3pp | 119.20%-126.8pp | 519.77%-527.3pp |
| Employer contribution / active EE | $2,654 | $5,152-48.5% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |