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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 | $57,143 | $185,199-69.1% | $142,874-60.0% | $167,518-65.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.66% | 8556.90%-8541.2pp | 5638.58%-5622.9pp | 478.71%-463.0pp |
| Employer contribution / active EE | $8,171 | $5,606+45.8% | $4,145+97.1% | $4,838+68.9% |
| Participant deferral / active EE | $3,502 | $4,495-22.1% | $3,838-8.8% | $6,342-44.8% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |