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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 | $47,057-100.0% | $87,502-100.0% | - |
| Participation rate | 0.0% | 64.0%-64.0pp | 73.8%-73.8pp | - |
| Annual return | 26.60% | 3.77%+22.8pp | 12.21%+14.4pp | - |
| Employer contribution / active EE | $0 | $995-100.0% | $2,550-100.0% | - |
| Participant deferral / active EE | $0 | $1,699-100.0% | $3,149-100.0% | - |
| Admin fee / account holder | $0 | $11,018-100.0% | $4,221-100.0% | - |