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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 | $12,302 | $65,712-81.3% | $57,196-78.5% | $273,972-95.5% |
| Participation rate | 91.3% | 78.3%+13.0pp | 75.3%+16.0pp | 83.0%+8.3pp |
| Annual return | 6.91% | 22.01%-15.1pp | 14.59%-7.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $166 | $4,838-96.6% | $3,141-94.7% | $10,133-98.4% |