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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 | $107,666-64.6% | $102,184-62.7% | $154,746-75.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.35% | 29.33%-14.0pp | 31.58%-16.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $972 | $3,846-74.7% | $3,594-73.0% | $4,379-77.8% |
| Participant deferral / active EE | $11,789 | $8,719+35.2% | $8,309+41.9% | $6,730+75.2% |
| Admin fee / account holder | $91 | $12,943-99.3% | $11,609-99.2% | $14,365-99.4% |