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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,921 | $241,321-75.6% | $233,038-74.7% | $484,799-87.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 76.1%+23.9pp | 91.1%+8.9pp |
| Annual return | 13.03% | 0.12%+12.9pp | 2.25%+10.8pp | 5.95%+7.1pp |
| Employer contribution / active EE | $0 | $5,818-100.0% | $5,162-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $3,592-100.0% | $3,018-100.0% | $6,572-100.0% |
| Admin fee / account holder | $122 | $21,151-99.4% | $20,161-99.4% | $18,209-99.3% |