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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 | $474,542-100.0% | $106,563-100.0% | $474,542-100.0% |
| Participation rate | 0.0% | 87.2%-87.2pp | 43.3%-43.3pp | 87.2%-87.2pp |
| Annual return | 12.24% | 7.51%+4.7pp | 13.83%-1.6pp | 7.51%+4.7pp |
| Employer contribution / active EE | $0 | $27,752-100.0% | $282-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $5,433 | $6,403-15.2% | $2,470+119.9% | $6,403-15.2% |
| Admin fee / account holder | $0 | $6,133-100.0% | $1,226-100.0% | $6,133-100.0% |