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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 | $60,417 | $169,237-64.3% | $129,339-53.3% | $145,978-58.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.71% | 14364.43%-14349.7pp | 9437.05%-9422.3pp | 550.52%-535.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $26,250 | $4,991+425.9% | $4,170+529.5% | $6,690+292.4% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |