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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 | $65,712-100.0% | $57,196-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 4.80% | 22.01%-17.2pp | 14.59%-9.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $489 | $3,280-85.1% | $2,683-81.8% | $4,869-90.0% |
| Participant deferral / active EE | $2,027 | $3,782-46.4% | $3,096-34.5% | $5,287-61.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |