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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 | $23,078 | $48,364-52.3% | $71,796-67.9% | $62,881-63.3% |
| Participation rate | 96.3% | 60.6%+35.7pp | 69.1%+27.2pp | 69.3%+27.0pp |
| Annual return | 7.30% | 13.16%-5.9pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $229 | $3,771-93.9% | $4,815-95.2% | $4,296-94.7% |