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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 | $64,253 | $69,248-7.2% | $64,101+0.2% | $139,466-53.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.90% | 45.95%-32.0pp | 33.72%-19.8pp | 373.66%-359.8pp |
| Employer contribution / active EE | $5,795 | $3,185+82.0% | $2,749+110.8% | $4,754+21.9% |
| Participant deferral / active EE | $9,062 | $4,682+93.5% | $3,881+133.5% | $6,712+35.0% |
| Admin fee / account holder | $100 | $4,247-97.6% | $3,070-96.7% | $11,409-99.1% |