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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 | $151,892-100.0% | $97,195-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 45.3%-45.3pp | 34.1%-34.1pp |
| Annual return | 11.64% | 3.50%+8.1pp | 5.08%+6.6pp | 13.02%-1.4pp |
| Employer contribution / active EE | $19,606 | $28,654-31.6% | $21,287-7.9% | $34,257-42.8% |
| Participant deferral / active EE | $3,248 | $341+851.5% | $803+304.7% | $62+5164.7% |
| Admin fee / account holder | $0 | $26,557-100.0% | $19,300-100.0% | $39,117-100.0% |