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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 | $24,265-100.0% | $362,190-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.3%-20.3pp | 9.3%-9.3pp |
| Annual return | 11.00% | 9.34%+1.7pp | 64.23%-53.2pp | 9.76%+1.2pp |
| Employer contribution / active EE | $1,923 | $8,010-76.0% | $31,311-93.9% | $12,965-85.2% |
| Participant deferral / active EE | $480 | $51+839.2% | $251+91.6% | $143+235.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $354,836-100.0% | $4,785-100.0% |