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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $213,785-100.0% | $185,441-100.0% | $155,188-100.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.48% | 19.97%-11.5pp | 20.16%-11.7pp | 148.84%-140.4pp |
| Employer contribution / active EE | $8,333 | $5,393+54.5% | $4,672+78.4% | $4,248+96.2% |
| Participant deferral / active EE | $20,667 | $6,864+201.1% | $6,152+236.0% | $6,531+216.4% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |