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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 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 24.65% | 9.97%+14.7pp | 9.14%+15.5pp | 8.21%+16.4pp |
| Employer contribution / active EE | $1,667 | $11,878-86.0% | $40,500-95.9% | $13,843-88.0% |
| Participant deferral / active EE | $455 | $37+1143.4% | $42+993.4% | $61+640.1% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |