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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 | $13,856 | $67,372-79.4% | $60,906-77.2% | $134,532-89.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.44% | 50.05%-61.5pp | 16.94%-28.4pp | 418.27%-429.7pp |
| Employer contribution / active EE | $1,209 | $3,099-61.0% | $2,703-55.3% | $4,741-74.5% |
| Participant deferral / active EE | $1,692 | $4,532-62.7% | $3,814-55.6% | $6,401-73.6% |
| Admin fee / account holder | $119 | $4,588-97.4% | $3,227-96.3% | $11,429-99.0% |