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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 | $44,599 | $73,863-39.6% | $143,797-69.0% | $68,490-34.9% |
| Participation rate | 85.0% | 66.7%+18.3pp | 80.3%+4.7pp | 67.9%+17.1pp |
| Annual return | -13.43% | 0.91%-14.3pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $262 | $5,756-95.5% | $14,679-98.2% | $5,403-95.2% |