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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 | $157,358 | $64,252+144.9% | - | $139,456+12.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | - | 80.3%+19.7pp |
| Annual return | 17.33% | 4.96%+12.4pp | - | 373.45%-356.1pp |
| Employer contribution / active EE | $0 | $6,851-100.0% | - | $4,753-100.0% |
| Participant deferral / active EE | $0 | $2,945-100.0% | - | $6,711-100.0% |
| Admin fee / account holder | -$12,993 | $3,908-432.5% | - | $11,407-213.9% |