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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 | $126,113-83.9% | $116,096-82.5% | $155,188-86.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 20.69% | 391.72%-371.0pp | 326.25%-305.6pp | 148.84%-128.1pp |
| Employer contribution / active EE | $4,252 | $2,672+59.2% | $2,503+69.8% | $4,248+0.1% |
| Participant deferral / active EE | $34,248 | $4,162+722.9% | $3,952+766.6% | $6,531+424.4% |
| Admin fee / account holder | $29 | $8,045-99.6% | $7,704-99.6% | $14,480-99.8% |