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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 | $113,121 | $183,516-38.4% | $155,534-27.3% | $145,884-22.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.61% | 61.43%-38.8pp | 64.92%-42.3pp | 551.85%-529.2pp |
| Employer contribution / active EE | $46,000 | $5,315+765.5% | $4,675+884.0% | $4,662+886.6% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,630+308.5% | $6,690+243.8% |
| Admin fee / account holder | $56 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |