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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 | $249,107 | $332,085-25.0% | $149,696+66.4% | - |
| Participation rate | 0.0% | 60.9%-60.9pp | 78.8%-78.8pp | - |
| Annual return | 4.84% | 51.60%-46.8pp | 134.46%-129.6pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,821-100.0% | - |
| Participant deferral / active EE | $0 | $2,947-100.0% | $5,682-100.0% | - |
| Admin fee / account holder | $25 | $47,995-99.9% | $13,212-99.8% | - |