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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 | $198,739 | $148,623+33.7% | $135,974+46.2% | $139,466+42.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.91% | 79.30%-53.4pp | 68.30%-42.4pp | 373.66%-347.8pp |
| Employer contribution / active EE | $6,915 | $5,246+31.8% | $4,859+42.3% | $4,754+45.5% |
| Participant deferral / active EE | $2,992 | $8,103-63.1% | $7,760-61.4% | $6,712-55.4% |
| Admin fee / account holder | $68 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |