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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 | $20,317 | $125,778-83.8% | $114,563-82.3% | $154,746-86.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 20.69% | 295.14%-274.4pp | 241.09%-220.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $4,252 | $2,806+51.5% | $2,592+64.0% | $4,379-2.9% |
| Participant deferral / active EE | $34,248 | $4,445+670.6% | $4,142+726.8% | $6,730+408.9% |
| Admin fee / account holder | $29 | $8,190-99.6% | $7,623-99.6% | $14,365-99.8% |