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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 | $41,866 | $125,778-66.7% | $114,563-63.5% | $154,746-72.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 13.39% | 295.14%-281.7pp | 241.09%-227.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $16,032 | $2,806+471.4% | $2,592+518.5% | $4,379+266.1% |
| Participant deferral / active EE | $4,769 | $4,445+7.3% | $4,142+15.1% | $6,730-29.1% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |