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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 | $27,821 | $123,155-77.4% | $108,753-74.4% | $155,188-82.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.95% | 44.73%-29.8pp | 37.47%-22.5pp | 148.84%-133.9pp |
| Employer contribution / active EE | $6,742 | $2,811+139.8% | $2,427+177.8% | $4,248+58.7% |
| Participant deferral / active EE | $42,332 | $4,623+815.6% | $4,115+928.8% | $6,531+548.2% |
| Admin fee / account holder | $290 | $12,126-97.6% | $10,320-97.2% | $14,480-98.0% |