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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 | $181,896-100.0% | $156,551-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 7.74% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $4,964 | $6,248-20.6% | $5,501-9.8% | $4,869+1.9% |
| Participant deferral / active EE | $8,079 | $5,550+45.6% | $4,871+65.8% | $5,287+52.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |