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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 | $33,207 | $83,826-60.4% | - | $147,585-77.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 598.06% | 26.57%+571.5pp | - | 578.58%+19.5pp |
| Employer contribution / active EE | $0 | $3,042-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,987-100.0% | - | $5,439-100.0% |
| Admin fee / account holder | $266 | $6,071-95.6% | - | $10,886-97.6% |