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 | $68,223 | $148,651-54.1% | $135,998-49.8% | $139,500-51.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.46% | 79.36%-46.9pp | 68.37%-35.9pp | 373.99%-341.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,860-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,761-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1 | $12,409-100.0% | $10,769-100.0% | $11,410-100.0% |