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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 | $183,650 | $162,136+13.3% | $152,301+20.6% | $154,746+18.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.13% | 91.02%-78.9pp | 80.50%-68.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $27,730 | $4,890+467.0% | $4,624+499.6% | $4,379+533.2% |
| Participant deferral / active EE | $35,150 | $8,341+321.4% | $8,004+339.2% | $6,730+422.3% |
| Admin fee / account holder | $4 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |