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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 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 11.50% | 9.01%+2.5pp | 8.40%+3.1pp | 8.21%+3.3pp |
| Employer contribution / active EE | $11,538 | $10,608+8.8% | $41,482-72.2% | $13,843-16.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |