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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 | $13,435 | $76,608-82.5% | $56,077-76.0% | $145,877-90.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.46% | 3009.59%-3003.1pp | 1709.28%-1702.8pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,787 | $1,382+29.4% | $1,040+71.8% | $4,663-61.7% |
| Participant deferral / active EE | $10,167 | $2,624+287.4% | $1,954+420.3% | $6,691+52.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |