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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 | $15,708 | $107,809-85.4% | $97,032-83.8% | $155,188-89.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.98% | 38.06%-22.1pp | 35.38%-19.4pp | 148.84%-132.9pp |
| Employer contribution / active EE | $198 | $2,911-93.2% | $2,629-92.5% | $4,248-95.4% |
| Participant deferral / active EE | $16,144 | $5,129+214.7% | $4,672+245.5% | $6,531+147.2% |
| Admin fee / account holder | $176 | $10,717-98.4% | $9,418-98.1% | $14,480-98.8% |