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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,728-100.0% | $86,279-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 78.7%-78.7pp | 79.9%-79.9pp |
| Annual return | 14.54% | 34.83%-20.3pp | 30.40%-15.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,663-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $5,658-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $11,808-100.0% | $10,485-100.0% | $12,562-100.0% |