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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 | $78,093 | $185,312-57.9% | $161,489-51.6% | $154,746-49.5% |
| Participation rate | 82.6% | 82.5%+0.1pp | 78.7%+3.9pp | 80.7%+1.9pp |
| Annual return | 15.97% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $276 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |