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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 | $41,571 | $116,203-64.2% | $93,621-55.6% | $152,909-72.8% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.8%+14.6pp | 82.5%+8.0pp |
| Annual return | 20.13% | 35.96%-15.8pp | 32.76%-12.6pp | 345.46%-325.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $279 | $10,751-97.4% | $7,890-96.5% | $11,601-97.6% |