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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $346,182-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 0.0%0pp |
| Annual return | 23.27% | 21.83%+1.4pp | 13.48%+9.8pp | 21.83%+1.4pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $47,067-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $14,572-100.0% | $1,551,325-100.0% |