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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 | $135,905-71.9% | $126,068-69.7% | $198,609-80.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 15.35% | 14.07%+1.3pp | 15.01%+0.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $972 | $4,245-77.1% | $3,968-75.5% | $5,055-80.8% |
| Participant deferral / active EE | $11,789 | $8,523+38.3% | $8,214+43.5% | $6,977+69.0% |
| Admin fee / account holder | $91 | $21,036-99.6% | $18,264-99.5% | $19,030-99.5% |