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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 | $7,367 | $69,276-89.4% | $64,110-88.5% | $139,500-94.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.36% | 46.00%-34.6pp | 33.75%-22.4pp | 373.99%-362.6pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,751-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,883-100.0% | $6,713-100.0% |
| Admin fee / account holder | $210 | $4,247-95.0% | $3,071-93.2% | $11,410-98.2% |