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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 | $21,253 | $105,867-79.9% | $90,760-76.6% | $134,532-84.2% |
| Participation rate | 89.5% | 78.3%+11.2pp | 75.7%+13.8pp | 81.2%+8.2pp |
| Annual return | -17.33% | -10.99%-6.3pp | -12.16%-5.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $257 | $13,936-98.2% | $8,444-97.0% | $11,429-97.7% |