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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 | $50,522 | $95,415-47.1% | $185,851-72.8% | $85,851-41.2% |
| Participation rate | 85.0% | 68.8%+16.2pp | 81.7%+3.3pp | 69.3%+15.7pp |
| Annual return | 13.73% | 23.59%-9.9pp | 122.11%-108.4pp | 318.63%-304.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $123 | $7,215-98.3% | $16,245-99.2% | $6,261-98.0% |