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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 | $66,976 | $79,471-15.7% | $112,040-40.2% | - |
| Participation rate | 0.0% | 71.4%-71.4pp | 76.5%-76.5pp | - |
| Annual return | 18.90% | 14.66%+4.2pp | 24.52%-5.6pp | - |
| Employer contribution / active EE | $0 | $2,224-100.0% | $2,954-100.0% | - |
| Participant deferral / active EE | $0 | $4,552-100.0% | $5,098-100.0% | - |
| Admin fee / account holder | $0 | $4,544-100.0% | $12,098-100.0% | - |