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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 | $24,347 | $165,584-85.3% | $142,942-83.0% | $137,256-82.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 24.66% | 164.22%-139.6pp | 113.70%-89.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $12,805 | $4,725+171.0% | $4,139+209.3% | $4,156+208.1% |
| Participant deferral / active EE | $27,188 | $8,194+231.8% | $7,128+281.4% | $6,407+324.4% |
| Admin fee / account holder | $31 | $16,167-99.8% | $12,475-99.7% | $12,270-99.7% |