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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 | $16,695 | $69,248-75.9% | $64,101-74.0% | $139,466-88.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.51% | 45.95%-31.4pp | 33.72%-19.2pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,019 | $3,185-36.6% | $2,749-26.5% | $4,754-57.5% |
| Participant deferral / active EE | $2,803 | $4,682-40.1% | $3,881-27.8% | $6,712-58.2% |
| Admin fee / account holder | $183 | $4,247-95.7% | $3,070-94.0% | $11,409-98.4% |