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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 | $197,432 | $202,345-2.4% | $172,755+14.3% | $152,885+29.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.26% | 1029.77%-1006.5pp | 802.94%-779.7pp | 345.39%-322.1pp |
| Employer contribution / active EE | $19,370 | $5,858+230.7% | $5,144+276.5% | $4,763+306.7% |
| Participant deferral / active EE | $13,000 | $5,948+118.6% | $5,198+150.1% | $5,851+122.2% |
| Admin fee / account holder | $142 | $17,111-99.2% | $13,955-99.0% | $11,598-98.8% |