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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 | $47,131 | $67,823-30.5% | $52,425-10.1% | $137,256-65.7% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 12.58% | 219.11%-206.5pp | 302.12%-289.5pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,524 | $1,163+31.0% | $914+66.7% | $4,156-63.3% |
| Participant deferral / active EE | $15,180 | $2,288+563.5% | $1,790+747.8% | $6,407+136.9% |
| Admin fee / account holder | $30 | $2,844-98.9% | $2,495-98.8% | $12,270-99.8% |