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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 | $11,396 | $51,642-77.9% | $129,384-91.2% | $80,935-85.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 14.71% | 20.78%-6.1pp | 9461.77%-9447.1pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,166-100.0% | $4,299-100.0% |
| Admin fee / account holder | $300 | $4,312-93.1% | $7,686-96.1% | $6,924-95.7% |