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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 | $168,636-100.0% | $147,618-100.0% | $125,388-100.0% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 1.87% | 77.65%-75.8pp | 61.98%-60.1pp | 282.24%-280.4pp |
| Employer contribution / active EE | $9,506 | $6,252+52.0% | $5,565+70.8% | $4,866+95.3% |
| Participant deferral / active EE | $5,030 | $5,507-8.7% | $4,895+2.7% | $5,352-6.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |