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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 | $531,493-100.0% | $62,305-100.0% | $531,493-100.0% |
| Participation rate | 0.0% | 85.9%-85.9pp | 100.0%-100.0pp | 85.9%-85.9pp |
| Annual return | 4.15% | 9.82%-5.7pp | 7.21%-3.1pp | 9.82%-5.7pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $5,812-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $4,027-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | $7,466-100.0% | $42,466-100.0% |