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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 | $8,008 | $93,124-91.4% | $77,100-89.6% | $134,545-94.0% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -18.36% | 62.68%-81.0pp | 42.35%-60.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,338 | $5,242-17.3% | $4,430-2.1% | $6,401-32.2% |
| Admin fee / account holder | $167 | $6,970-97.6% | $5,443-96.9% | $11,431-98.5% |