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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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | 9.72% | -1.56%+11.3pp | -2.18%+11.9pp | 10.56%-0.8pp |
| Employer contribution / active EE | $1,190 | $15,244-92.2% | $38,751-96.9% | $13,643-91.3% |
| Participant deferral / active EE | $284 | $27+956.5% | $151+87.8% | $62+356.7% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |