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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 | $54,380-100.0% | $68,509-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 70.2%-70.2pp | 74.7%-74.7pp | 68.7%-68.7pp |
| Annual return | 0.73% | 2.83%-2.1pp | 8.27%-7.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,256 | $1,539-18.4% | $2,278-44.9% | $2,203-43.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |