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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 | $215,361-100.0% | $171,082-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | 11.38% | 25.14%-13.8pp | 32.56%-21.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $5,108 | $4,967+2.8% | $4,002+27.6% | $4,869+4.9% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |