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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 | $29,615 | $48,277-38.7% | $67,511-56.1% | $80,874-63.4% |
| Participation rate | 96.0% | 66.4%+29.6pp | 72.9%+23.1pp | 67.6%+28.4pp |
| Annual return | 11.49% | 18.27%-6.8pp | 3517.41%-3505.9pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $191 | $3,687-94.8% | $3,999-95.2% | $6,935-97.2% |