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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $174,379-100.0% | $152,093-100.0% | $138,895-100.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.92% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,515 | $4,652-67.4% | $4,175-63.7% | $4,194-63.9% |
| Participant deferral / active EE | $9,311 | $6,159+51.2% | $5,451+70.8% | $6,396+45.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |