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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 | $29,830 | $105,866-71.8% | $90,766-67.1% | $134,545-77.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.46% | -10.99%+0.5pp | -12.16%+1.7pp | 418.37%-428.8pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $57 | $13,938-99.6% | $8,446-99.3% | $11,431-99.5% |