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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 | $50,876-100.0% | $253,870-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 15.7%-15.7pp |
| Annual return | -1.71% | -1.43%-0.3pp | -1.10%-0.6pp | -7.14%+5.4pp |
| Employer contribution / active EE | $17,770 | $13,548+31.2% | $27,248-34.8% | $14,613+21.6% |
| Participant deferral / active EE | $0 | $233-100.0% | $105-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $702,575-100.0% | $1,191-100.0% |