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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 | $111,548 | $90,486+23.3% | $78,676+41.8% | $273,972-59.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.85% | 75.62%-66.8pp | 62.19%-53.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,017 | $3,175+26.5% | $2,850+40.9% | $4,869-17.5% |
| Participant deferral / active EE | $6,525 | $3,901+67.3% | $3,517+85.5% | $5,287+23.4% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,133-99.8% |