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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 | $226,918-100.0% | $226,918-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 21.9%-21.9pp | 19.4%-19.4pp | 35.7%-35.7pp |
| Annual return | 31.70% | 8.21%+23.5pp | 8.54%+23.2pp | 15.19%+16.5pp |
| Employer contribution / active EE | $13,886 | $27,703-49.9% | $26,203-47.0% | $34,877-60.2% |
| Participant deferral / active EE | $0 | $255-100.0% | $449-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $50,584-100.0% |