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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 | $79,831 | $64,311+24.1% | $57,356+39.2% | $125,389-36.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.92% | 25.14%-23.2pp | 24.41%-22.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $3,872 | $3,193+21.3% | $2,689+44.0% | $4,866-20.4% |
| Participant deferral / active EE | $3,758 | $3,846-2.3% | $3,162+18.8% | $5,352-29.8% |
| Admin fee / account holder | $250 | $5,243-95.2% | $3,357-92.5% | $9,541-97.4% |