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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 | $163,361 | $227,399-28.2% | $189,758-13.9% | $198,609-17.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.97% | 61.03%-57.1pp | 52.62%-48.6pp | 202.70%-198.7pp |
| Employer contribution / active EE | $51,821 | $5,526+837.7% | $4,767+987.2% | $5,055+925.1% |
| Participant deferral / active EE | $32,336 | $6,837+373.0% | $5,856+452.2% | $6,977+363.5% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |