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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 | $28,341 | $106,008-73.3% | $92,240-69.3% | $147,586-80.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.58% | 50.05%-31.5pp | 176.29%-157.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $10,336 | $4,333+138.5% | $3,680+180.9% | $4,876+111.9% |
| Participant deferral / active EE | $17,969 | $4,478+301.3% | $3,897+361.1% | $5,439+230.4% |
| Admin fee / account holder | $264 | $6,333-95.8% | $5,194-94.9% | $10,886-97.6% |