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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 | $333,627-100.0% | $205,371-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 56.2%-56.2pp | 35.7%-35.7pp |
| Annual return | 11.64% | 4.86%+6.8pp | 5.90%+5.7pp | 15.19%-3.5pp |
| Employer contribution / active EE | $19,606 | $32,229-39.2% | $24,714-20.7% | $34,877-43.8% |
| Participant deferral / active EE | $3,248 | $249+1203.0% | $644+404.5% | $86+3694.6% |
| Admin fee / account holder | $0 | $19,108-100.0% | $13,227-100.0% | $50,584-100.0% |