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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 | $26,257 | $153,311-82.9% | $109,313-76.0% | $273,972-90.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 17.77% | 29.86%-12.1pp | 22.07%-4.3pp | 41.46%-23.7pp |
| Employer contribution / active EE | $65,400 | $5,619+1063.9% | $3,892+1580.4% | $4,869+1243.3% |
| Participant deferral / active EE | $36,000 | $3,932+815.5% | $3,166+1036.9% | $5,287+580.9% |
| Admin fee / account holder | $39 | $8,076-99.5% | $5,666-99.3% | $10,133-99.6% |