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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 | $27,225 | $133,981-79.7% | $112,249-75.7% | $134,532-79.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.84% | 47.16%-55.0pp | 27.48%-35.3pp | 418.27%-426.1pp |
| Employer contribution / active EE | $2,275 | $4,040-43.7% | $3,636-37.4% | $4,741-52.0% |
| Participant deferral / active EE | $5,679 | $5,292+7.3% | $4,729+20.1% | $6,401-11.3% |
| Admin fee / account holder | $127 | $7,492-98.3% | $6,412-98.0% | $11,429-98.9% |