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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 | $55,892 | $99,011-43.5% | $86,582-35.4% | $147,586-62.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.82% | 1312.75%-1297.9pp | 965.08%-950.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $5,529 | $3,132+76.5% | $2,839+94.7% | $4,876+13.4% |
| Participant deferral / active EE | $10,722 | $3,972+169.9% | $3,609+197.1% | $5,439+97.1% |
| Admin fee / account holder | $148 | $5,709-97.4% | $4,904-97.0% | $10,886-98.6% |