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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 | $63,502 | $59,725+6.3% | $68,509-7.3% | - |
| Participation rate | 0.0% | 66.5%-66.5pp | 74.7%-74.7pp | - |
| Annual return | 0.01% | 51.05%-51.0pp | 8.27%-8.3pp | - |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,278-100.0% | - |
| Participant deferral / active EE | $0 | $2,426-100.0% | $3,382-100.0% | - |
| Admin fee / account holder | $13 | $8,564-99.9% | $5,275-99.8% | - |