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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 | $13,772 | $45,050-69.4% | $63,018-78.1% | $70,126-80.4% |
| Participation rate | 95.2% | 69.5%+25.7pp | 74.8%+20.4pp | 69.5%+25.7pp |
| Annual return | 11.52% | 18.76%-7.2pp | 87.62%-76.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $293 | $2,834-89.6% | $3,601-91.9% | $4,645-93.7% |