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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 | $432,047-100.0% | $151,639-100.0% | - |
| Participation rate | 0.0% | 83.9%-83.9pp | 87.5%-87.5pp | - |
| Annual return | -16.65% | -11.21%-5.4pp | 3.34%-20.0pp | - |
| Employer contribution / active EE | $0 | $4,228-100.0% | $6,165-100.0% | - |
| Participant deferral / active EE | $0 | $7,208-100.0% | $8,363-100.0% | - |
| Admin fee / account holder | $0 | $147,941-100.0% | $11,613-100.0% | - |