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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 | $117,773 | $118,877-0.9% | $96,570+22.0% | $167,536-29.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.44% | 50.50%-34.1pp | 37.79%-21.4pp | 478.82%-462.4pp |
| Employer contribution / active EE | $3,548 | $3,121+13.7% | $2,357+50.5% | $4,839-26.7% |
| Participant deferral / active EE | $8,667 | $4,617+87.7% | $3,849+125.1% | $6,342+36.6% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |