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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 | $33,012 | $67,411-51.0% | $91,004-63.7% | $70,126-52.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 20.59% | -40.16%+60.8pp | 4.60%+16.0pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $144 | $4,236-96.6% | $5,417-97.3% | $4,645-96.9% |