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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 | $31,146 | $160,040-80.5% | $147,096-78.8% | $145,877-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.11% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $10,147 | $5,289+91.8% | $4,936+105.6% | $4,663+117.6% |
| Participant deferral / active EE | $27,703 | $8,429+228.7% | $8,071+243.2% | $6,691+314.1% |
| Admin fee / account holder | $50 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |