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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 | $10,433 | $92,743-88.8% | $82,744-87.4% | $134,532-92.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.31% | 946.63%-951.9pp | 702.22%-707.5pp | 418.27%-423.6pp |
| Employer contribution / active EE | $2,226 | $3,273-32.0% | $3,008-26.0% | $4,741-53.0% |
| Participant deferral / active EE | $2,889 | $4,802-39.8% | $4,395-34.3% | $6,401-54.9% |
| Admin fee / account holder | $60 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |