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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 | $96,792 | $95,895+0.9% | $79,576+21.6% | $134,509-28.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.70% | -2.72%-13.0pp | 0.15%-15.8pp | 418.13%-433.8pp |
| Employer contribution / active EE | $3,750 | $3,128+19.9% | $2,413+55.4% | $4,741-20.9% |
| Participant deferral / active EE | $6,750 | $4,693+43.8% | $3,985+69.4% | $6,400+5.5% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |