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 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | -3.73% | -4.13%+0.4pp | -2.99%-0.7pp | -82.67%+78.9pp |
| Employer contribution / active EE | $0 | $49,596-100.0% | $41,623-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |