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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 | $159,792 | $209,336-23.7% | $197,124-18.9% | $137,256+16.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.72% | 48.09%-24.4pp | 44.34%-20.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $54,341 | $6,591+724.5% | $6,227+772.6% | $4,156+1207.5% |
| Participant deferral / active EE | $64,188 | $9,614+567.6% | $9,135+602.7% | $6,407+901.9% |
| Admin fee / account holder | $18 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |