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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 | $146,969 | $175,257-16.1% | $149,717-1.8% | $139,456+5.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 42.74% | 166.70%-124.0pp | 134.41%-91.7pp | 373.45%-330.7pp |
| Employer contribution / active EE | $50,202 | $5,477+816.7% | $4,820+941.6% | $4,753+956.3% |
| Participant deferral / active EE | $30,000 | $6,521+360.1% | $5,682+428.0% | $6,711+347.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |