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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 | $35,018 | $217,432-83.9% | $185,851-81.2% | $167,553-79.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.82% | 148.43%-136.6pp | 122.11%-110.3pp | 478.89%-467.1pp |
| Employer contribution / active EE | $3,979 | $5,874-32.3% | $5,168-23.0% | $4,840-17.8% |
| Participant deferral / active EE | $3,636 | $6,357-42.8% | $5,569-34.7% | $6,343-42.7% |
| Admin fee / account holder | $110 | $19,820-99.4% | $16,245-99.3% | $12,316-99.1% |