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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 | $115,225-75.9% | $100,712-72.4% | $138,895-80.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.95% | 40.35%-25.4pp | 33.27%-18.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $6,742 | $2,771+143.3% | $2,313+191.5% | $4,194+60.7% |
| Participant deferral / active EE | $42,332 | $4,699+800.8% | $4,085+936.2% | $6,396+561.8% |
| Admin fee / account holder | $290 | $10,844-97.3% | $9,256-96.9% | $12,562-97.7% |