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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $554,306-100.0% | - | $554,306-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | - | 84.6%-84.6pp |
| Annual return | 22.98% | 10.47%+12.5pp | 11.49%+11.5pp | 10.47%+12.5pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $34,183-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | - | $3,690-100.0% |
| Admin fee / account holder | $0 | $49,540-100.0% | - | $49,540-100.0% |