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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 | $38,144 | $100,970-62.2% | $96,576-60.5% | $137,256-72.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.35% | 38.16%-22.8pp | 38.47%-23.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $972 | $3,809-74.5% | $3,553-72.6% | $4,156-76.6% |
| Participant deferral / active EE | $11,789 | $8,286+42.3% | $7,956+48.2% | $6,407+84.0% |
| Admin fee / account holder | $91 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |