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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 | $178,822 | $113,174+58.0% | - | $145,897+22.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | - | 80.3%+19.7pp |
| Annual return | 16.67% | 21.70%-5.0pp | - | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $5,760-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,566-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | -$9,360 | $6,302-248.5% | - | $13,390-169.9% |