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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 | $196,569-100.0% | $110,417-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 58.0%-58.0pp | 27.7%-27.7pp |
| Annual return | 11.64% | 0.70%+10.9pp | 4.13%+7.5pp | 15.59%-3.9pp |
| Employer contribution / active EE | $19,606 | $22,011-10.9% | $15,783+24.2% | $33,256-41.0% |
| Participant deferral / active EE | $3,248 | $588+452.5% | $1,006+222.9% | $83+3815.6% |
| Admin fee / account holder | $0 | $22,216-100.0% | $15,244-100.0% | $21,009-100.0% |