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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 | $69,518-100.0% | $59,887-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | 8.55% | 7.95%+0.6pp | 3.46%+5.1pp | 519.79%-511.2pp |
| Employer contribution / active EE | $1,010 | $3,235-68.8% | $2,722-62.9% | $4,779-78.9% |
| Participant deferral / active EE | $2,765 | $4,204-34.2% | $3,402-18.7% | $5,609-50.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |