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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 | $160,028-73.5% | $147,080-71.2% | $145,884-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.32% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $5,746 | $5,286+8.7% | $4,933+16.5% | $4,662+23.2% |
| Participant deferral / active EE | $10,071 | $8,422+19.6% | $8,066+24.9% | $6,690+50.5% |
| Admin fee / account holder | $219 | $15,030-98.5% | $12,989-98.3% | $13,392-98.4% |