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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 | $75,322 | $160,070-52.9% | $147,117-48.8% | $145,897-48.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,511 | $5,285-52.5% | $4,932-49.1% | $4,663-46.1% |
| Participant deferral / active EE | $15,692 | $8,419+86.4% | $8,065+94.6% | $6,689+134.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |