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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 | $150,882 | $124,330+21.4% | $109,173+38.2% | $167,536-9.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.34% | 26.04%-1.7pp | 25.75%-1.4pp | 478.82%-454.5pp |
| Employer contribution / active EE | $6,581 | $4,209+56.4% | $3,723+76.8% | $4,839+36.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |