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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 | $18,593 | $96,558-80.7% | $80,977-77.0% | $273,972-93.2% |
| Participation rate | 84.2% | 79.1%+5.1pp | 75.8%+8.4pp | 83.0%+1.2pp |
| Annual return | 5.13% | 15.14%-10.0pp | 17.11%-12.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $256 | $7,493-96.6% | $5,517-95.4% | $10,133-97.5% |