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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 | $94,439-50.1% | $73,658-36.0% | $154,746-69.5% |
| Participation rate | 75.0% | 64.7%+10.3pp | 57.0%+18.0pp | 80.7%-5.7pp |
| Annual return | 12.58% | 28.25%-15.7pp | 29.72%-17.1pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,524 | $1,257+21.2% | $1,032+47.6% | $4,379-65.2% |
| Participant deferral / active EE | $15,180 | $2,527+500.7% | $2,062+636.2% | $6,730+125.5% |
| Admin fee / account holder | $30 | $3,843-99.2% | $3,357-99.1% | $14,365-99.8% |