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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 | $109,065 | $123,918-12.0% | $108,884+0.2% | $135,379-19.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 64.3%+35.7pp | 82.6%+17.4pp |
| Annual return | -4.57% | 0.89%-5.5pp | -0.99%-3.6pp | 519.79%-524.4pp |
| Employer contribution / active EE | $2,699 | $4,313-37.4% | $3,750-28.0% | $4,779-43.5% |
| Participant deferral / active EE | $20,800 | $6,949+199.3% | $6,178+236.7% | $5,609+270.8% |
| Admin fee / account holder | $55 | $8,592-99.4% | $7,560-99.3% | $10,828-99.5% |