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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 | $98,562 | $84,685+16.4% | $73,836+33.5% | $125,389-21.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.53% | 3123.80%-3124.3pp | 2268.06%-2268.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $28,337 | $3,123+807.2% | $2,787+916.6% | $4,866+482.3% |
| Participant deferral / active EE | $2,433 | $3,993-39.1% | $3,583-32.1% | $5,352-54.5% |
| Admin fee / account holder | $14 | $5,694-99.8% | $4,882-99.7% | $9,541-99.9% |