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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 | $114,851 | $53,936+112.9% | $68,368+68.0% | - |
| Participation rate | 0.0% | 60.3%-60.3pp | 73.8%-73.8pp | - |
| Annual return | 16.73% | 12.86%+3.9pp | 292.57%-275.8pp | - |
| Employer contribution / active EE | $0 | $2,803-100.0% | $2,649-100.0% | - |
| Participant deferral / active EE | $0 | $3,423-100.0% | $4,123-100.0% | - |
| Admin fee / account holder | $237 | $3,404-93.1% | $5,150-95.4% | - |