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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 | $175,979 | $150,446+17.0% | $136,297+29.1% | $147,585+19.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.16% | 1049.14%-1031.0pp | 5156.19%-5138.0pp | 578.58%-560.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $37,400 | $6,631+464.0% | $6,247+498.7% | $5,439+587.7% |
| Admin fee / account holder | $56 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |