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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 | $40,849 | $103,038-60.4% | $90,324-54.8% | $152,909-73.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.04% | 95.25%-80.2pp | 78.15%-63.1pp | 345.46%-330.4pp |
| Employer contribution / active EE | $8,651 | $3,141+175.5% | $2,856+202.9% | $4,764+81.6% |
| Participant deferral / active EE | $4,779 | $4,282+11.6% | $3,885+23.0% | $5,851-18.3% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |