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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 | $125,419 | $132,099-5.1% | $115,599+8.5% | $138,895-9.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.84% | 176.76%-160.9pp | 111.10%-95.3pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,251 | $3,416-34.1% | $2,955-23.8% | $4,194-46.3% |
| Participant deferral / active EE | $16,530 | $5,617+194.3% | $4,889+238.1% | $6,396+158.4% |
| Admin fee / account holder | $22 | $15,650-99.9% | $12,841-99.8% | $12,562-99.8% |