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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 | $48,365 | $107,941-55.2% | $91,994-47.4% | $152,897-68.4% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.5%+5.0pp |
| Annual return | 14.71% | 89.28%-74.6pp | 69.04%-54.3pp | 345.43%-330.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $81 | $10,521-99.2% | $7,744-98.9% | $11,599-99.3% |