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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 | $111,695 | $112,184-0.4% | - | $145,884-23.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | - | 80.3%+19.7pp |
| Annual return | 19.32% | 21.73%-2.4pp | - | 551.85%-532.5pp |
| Employer contribution / active EE | $0 | $5,728-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,637-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | -$10,466 | $6,256-267.3% | - | $13,392-178.2% |