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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 | $127,273 | $183,539-30.7% | $155,556-18.2% | $145,897-12.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 61.31%-49.1pp | 64.84%-52.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $50,341 | $5,315+847.1% | $4,675+976.7% | $4,663+979.7% |
| Participant deferral / active EE | $30,000 | $6,467+363.9% | $5,631+432.8% | $6,689+348.5% |
| Admin fee / account holder | $128 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |