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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 | $419,381-100.0% | $352,393-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 96.3%-96.3pp | 94.5%-94.5pp | 95.8%-95.8pp |
| Annual return | 7.84% | 1.89%+5.9pp | 2.44%+5.4pp | 5.38%+2.5pp |
| Employer contribution / active EE | $56,667 | $17,555+222.8% | $16,208+249.6% | $22,268+154.5% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,380-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $19,916-100.0% | $17,307-100.0% | $9,035-100.0% |