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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 | $82,323 | $167,353-50.8% | $143,797-42.8% | $134,545-38.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.54% | 0.48%-14.0pp | -0.04%-13.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $42,072 | $5,620+648.5% | $4,952+749.5% | $4,742+787.3% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,401+220.2% |
| Admin fee / account holder | $292 | $18,096-98.4% | $14,679-98.0% | $11,431-97.4% |