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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 | $90,963 | $69,518+30.8% | $59,887+51.9% | $135,379-32.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.87% | 7.95%-8.8pp | 3.46%-4.3pp | 519.79%-520.7pp |
| Employer contribution / active EE | $756 | $3,235-76.6% | $2,722-72.2% | $4,779-84.2% |
| Participant deferral / active EE | $2,368 | $4,204-43.7% | $3,402-30.4% | $5,609-57.8% |
| Admin fee / account holder | $30 | $5,734-99.5% | $3,591-99.2% | $10,828-99.7% |