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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 | $171,930-85.8% | $151,266-83.9% | $154,746-84.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 24.66% | 242.03%-217.4pp | 180.60%-155.9pp | 172.34%-147.7pp |
| Employer contribution / active EE | $12,805 | $4,710+171.9% | $4,237+202.2% | $4,379+192.4% |
| Participant deferral / active EE | $27,188 | $8,191+231.9% | $7,337+270.6% | $6,730+304.0% |
| Admin fee / account holder | $31 | $15,803-99.8% | $13,159-99.8% | $14,365-99.8% |