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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 | $101,618-80.0% | $93,063-78.2% | $137,256-85.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.69% | 223.95%-203.3pp | 34.15%-13.5pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,252 | $2,707+57.1% | $2,476+71.7% | $4,156+2.3% |
| Participant deferral / active EE | $34,248 | $4,279+700.3% | $3,958+765.2% | $6,407+434.5% |
| Admin fee / account holder | $29 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |