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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 | $108,187 | $160,028-32.4% | $147,080-26.4% | $145,884-25.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.13% | 98.60%-85.5pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $10,753 | $5,286+103.4% | $4,933+118.0% | $4,662+130.6% |
| Participant deferral / active EE | $37,402 | $8,422+344.1% | $8,066+363.7% | $6,690+459.1% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |