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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 | $30,185 | $54,757-44.9% | $90,304-66.6% | $72,975-58.6% |
| Participation rate | 94.1% | 65.2%+29.0pp | 73.3%+20.8pp | 69.5%+24.6pp |
| Annual return | 27.44% | 30.63%-3.2pp | 78.13%-50.7pp | 81.01%-53.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $49 | $3,973-98.8% | $5,354-99.1% | $5,124-99.0% |