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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 | $52,519-100.0% | $155,789-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 61.7%-61.7pp | 76.1%-76.1pp | 68.7%-68.7pp |
| Annual return | -1.51% | 53.51%-55.0pp | 71.54%-73.0pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $4,762 | $1,589+199.6% | $3,839+24.0% | $2,203+116.2% |
| Participant deferral / active EE | $1,498 | $3,084-51.5% | $4,798-68.8% | $3,192-53.1% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |