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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 | $131,886 | $59,111+123.1% | $86,451+52.6% | $68,490+92.6% |
| Participation rate | 82.2% | 75.2%+7.0pp | 80.3%+1.9pp | 67.9%+14.3pp |
| Annual return | 6.70% | -0.22%+6.9pp | 4398.51%-4391.8pp | -7.85%+14.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $261 | $5,640-95.4% | $6,734-96.1% | $5,403-95.2% |