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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 | $9,521 | $108,695-91.2% | $74,722-87.3% | $152,897-93.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,535 | $1,504+68.5% | $1,084+133.8% | $4,764-46.8% |
| Participant deferral / active EE | $4,251 | $2,712+56.7% | $1,963+116.5% | $5,851-27.4% |
| Admin fee / account holder | $56 | $4,906-98.9% | $3,335-98.3% | $11,599-99.5% |