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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 | $57,267 | $84,697-32.4% | $73,845-22.4% | $125,393-54.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.26% | 3123.66%-3124.9pp | 2267.91%-2269.2pp | 282.23%-283.5pp |
| Employer contribution / active EE | $5,560 | $3,123+78.0% | $2,788+99.5% | $4,866+14.3% |
| Participant deferral / active EE | $7,920 | $3,993+98.4% | $3,583+121.0% | $5,351+48.0% |
| Admin fee / account holder | $26 | $5,692-99.6% | $4,881-99.5% | $9,541-99.7% |