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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 | $18,798 | $76,368-75.4% | $67,681-72.2% | $154,746-87.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.53% | 1066.77%-1049.2pp | 590.58%-573.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,000 | $4,824+273.1% | $3,976+352.8% | $6,730+167.4% |
| Admin fee / account holder | $73 | $8,559-99.1% | $6,100-98.8% | $14,365-99.5% |