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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 | $514,344-100.0% | $220,551-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 8.7%-8.7pp | - |
| Annual return | 151.46% | 59.12%+92.3pp | 7.32%+144.1pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $23,426-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $107-100.0% | - |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |