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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 | $142,100-100.0% | $353,945-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.1%-43.1pp |
| Annual return | 22.02% | 9.86%+12.2pp | 10.57%+11.5pp | 259.19%-237.2pp |
| Employer contribution / active EE | $17,250 | $37,630-54.2% | $29,483-41.5% | $41,472-58.4% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,502-100.0% |