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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 | $66,413 | $88,778-25.2% | $81,844-18.9% | $145,884-54.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.12% | 1033.03%-1017.9pp | 778.87%-763.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $650 | $3,087-78.9% | $2,916-77.7% | $4,662-86.1% |
| Participant deferral / active EE | $15,438 | $4,648+232.1% | $4,323+257.1% | $6,690+130.8% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |