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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 | $165,939-100.0% | $122,354-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 14.13% | 34.56%-20.4pp | 30.28%-16.1pp | 578.59%-564.5pp |
| Employer contribution / active EE | $54,000 | $5,754+838.4% | $4,051+1233.0% | $4,876+1007.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |