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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 | $49,655-100.0% | $284,260-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 18.6%-18.6pp |
| Annual return | 11.00% | 9.16%+1.8pp | 44.37%-33.4pp | 9.77%+1.2pp |
| Employer contribution / active EE | $1,923 | $9,091-78.8% | $36,004-94.7% | $13,890-86.2% |
| Participant deferral / active EE | $480 | $39+1116.3% | $159+201.7% | $102+371.7% |
| Admin fee / account holder | $0 | $2,893-100.0% | $266,169-100.0% | $2,893-100.0% |