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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 | $32,636 | $81,696-60.1% | $70,494-53.7% | $158,982-79.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.86% | 208.70%-202.8pp | 109.16%-103.3pp | 302.99%-297.1pp |
| Employer contribution / active EE | $3,584 | $3,220+11.3% | $2,738+30.9% | $4,763-24.8% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |