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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 | $240,531 | $202,345+18.9% | $172,755+39.2% | $152,885+57.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.43% | 1029.77%-1006.3pp | 802.94%-779.5pp | 345.39%-322.0pp |
| Employer contribution / active EE | $24,931 | $5,858+325.6% | $5,144+384.6% | $4,763+423.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |