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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 | $33,093 | $165,912-80.1% | $122,342-73.0% | $147,585-77.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.70% | 34.55%-21.8pp | 30.28%-17.6pp | 578.57%-565.9pp |
| Employer contribution / active EE | $35,000 | $5,754+508.2% | $4,051+764.0% | $4,876+617.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $50 | $7,424-99.3% | $5,478-99.1% | $10,885-99.5% |