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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 | $7,009 | $84,464-91.7% | $61,399-88.6% | $134,509-94.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -11.17% | 585.06%-596.2pp | 338.81%-350.0pp | 418.13%-429.3pp |
| Employer contribution / active EE | $1,522 | $1,545-1.5% | $1,159+31.3% | $4,741-67.9% |
| Participant deferral / active EE | $3,109 | $2,818+10.3% | $2,124+46.4% | $6,400-51.4% |
| Admin fee / account holder | $37 | $2,587-98.6% | $2,131-98.3% | $11,427-99.7% |