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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 | $33,211 | $817,678-95.9% | $392,568-91.5% | $152,914-78.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.48%-345.5pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,852-100.0% |
| Admin fee / account holder | $51 | $12,095-99.6% | $6,260-99.2% | $11,601-99.6% |