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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 | $31,034 | $142,409-78.2% | $119,634-74.1% | $134,545-76.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.68% | -12.46%-5.2pp | -14.98%-2.7pp | 418.37%-436.0pp |
| Employer contribution / active EE | $7,026 | $5,224+34.5% | $4,232+66.0% | $4,742+48.2% |
| Participant deferral / active EE | $7,602 | $6,468+17.5% | $5,601+35.7% | $6,401+18.8% |
| Admin fee / account holder | $110 | $13,594-99.2% | $10,329-98.9% | $11,431-99.0% |