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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 | $6,361 | $69,118-90.8% | $53,647-88.1% | $138,895-95.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 13.26% | 248.26%-235.0pp | 358.33%-345.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $200 | $1,189-83.2% | $962-79.2% | $4,194-95.2% |
| Participant deferral / active EE | $300 | $2,274-86.8% | $1,813-83.5% | $6,396-95.3% |
| Admin fee / account holder | $113 | $2,724-95.8% | $2,460-95.4% | $12,562-99.1% |