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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 | $15,270 | $73,518-79.2% | $63,003-75.8% | $147,585-89.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.02% | 175.46%-164.4pp | 87.59%-76.6pp | 578.57%-567.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,200 | $4,183-71.3% | $3,329-64.0% | $5,439-77.9% |
| Admin fee / account holder | $24 | $5,952-99.6% | $3,600-99.3% | $10,885-99.8% |