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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $386,303-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 87.7%-87.7pp | - |
| Annual return | 4.33% | -38.25%+42.6pp | 210.04%-205.7pp | - |
| Employer contribution / active EE | $0 | $0 | $10,842-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $9,137-100.0% | - |
| Admin fee / account holder | $0 | $0 | $19,920-100.0% | - |