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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 | $146,947 | $160,028-8.2% | $147,080-0.1% | $145,884+0.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.57% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $51,468 | $5,286+873.7% | $4,933+943.3% | $4,662+1003.9% |
| Participant deferral / active EE | $31,310 | $8,422+271.8% | $8,066+288.2% | $6,690+368.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |