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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 | $937,755-100.0% | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | - |
| Annual return | 355.04% | 72.14%+282.9pp | 8.92%+346.1pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $24,457-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $14-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $692-100.0% | - |