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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 | $54,376 | $202,342-73.1% | $172,753-68.5% | $152,909-64.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.88% | 1029.88%-1005.0pp | 803.00%-778.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $12,479 | $5,857+113.1% | $5,144+142.6% | $4,764+162.0% |
| Participant deferral / active EE | $29,700 | $5,948+399.3% | $5,198+471.4% | $5,851+407.6% |
| Admin fee / account holder | $129 | $17,112-99.2% | $13,956-99.1% | $11,601-98.9% |