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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 | $24,265-100.0% | $162,152-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 50.0%-50.0pp | 10.4%-10.4pp |
| Annual return | 15.02% | 9.31%+5.7pp | 21.29%-6.3pp | 9.31%+5.7pp |
| Employer contribution / active EE | $29,432 | $13,179+123.3% | $38,723-24.0% | $13,179+123.3% |
| Participant deferral / active EE | $0 | $193-100.0% | $168-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $884-100.0% | $4,785-100.0% |