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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 | $282,363-100.0% | - | $282,363-100.0% |
| Participation rate | 0.0% | 81.3%-81.3pp | - | 81.3%-81.3pp |
| Annual return | 58.05% | 12.99%+45.1pp | 18.19%+39.9pp | 12.99%+45.1pp |
| Employer contribution / active EE | $0 | $11,682-100.0% | $7,421-100.0% | $11,682-100.0% |
| Participant deferral / active EE | $0 | $6,051-100.0% | $3,410-100.0% | $6,051-100.0% |
| Admin fee / account holder | $0 | $27,645-100.0% | - | $27,645-100.0% |