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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 | $196,865 | $81,643+141.1% | $70,462+179.4% | $158,950+23.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.32% | 208.51%-194.2pp | 109.08%-94.8pp | 302.91%-288.6pp |
| Employer contribution / active EE | $28,500 | $3,218+785.7% | $2,737+941.1% | $4,762+498.5% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |