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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 | $15,542 | $72,071-78.4% | $68,368-77.3% | $137,256-88.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.35% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,198 | $2,788+14.7% | $2,649+20.7% | $4,156-23.0% |
| Participant deferral / active EE | $3,863 | $4,410-12.4% | $4,123-6.3% | $6,407-39.7% |
| Admin fee / account holder | $8 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |