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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 | $42,367 | $159,978-73.5% | $147,041-71.2% | $145,978-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.32% | 98.36%-86.0pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $5,746 | $5,288+8.7% | $4,935+16.4% | $4,662+23.3% |
| Participant deferral / active EE | $10,071 | $8,429+19.5% | $8,071+24.8% | $6,690+50.5% |
| Admin fee / account holder | $219 | $15,053-98.5% | $13,006-98.3% | $13,400-98.4% |