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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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 10.39% | 5.68%+4.7pp | 4.74%+5.7pp | 4.56%+5.8pp |
| Employer contribution / active EE | $0 | $16,243-100.0% | $36,089-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $1,185 | $115+931.8% | $59+1921.4% | $97+1127.7% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |