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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 | $132,667 | $167,362-20.7% | $143,799-7.7% | $134,532-1.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.36% | 0.47%-2.8pp | -0.04%-2.3pp | 418.27%-420.6pp |
| Employer contribution / active EE | $21,979 | $5,620+291.0% | $4,952+343.8% | $4,741+363.6% |
| Participant deferral / active EE | $16,422 | $6,447+154.7% | $5,638+191.3% | $6,401+156.6% |
| Admin fee / account holder | $27 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |