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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 | $12,252 | $81,763-85.0% | $58,561-79.1% | $139,466-91.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.44% | 7427.77%-7416.3pp | 4251.33%-4239.9pp | 373.66%-362.2pp |
| Employer contribution / active EE | $2,066 | $1,398+47.8% | $1,053+96.1% | $4,754-56.5% |
| Participant deferral / active EE | $7,500 | $2,555+193.6% | $1,923+290.0% | $6,712+11.7% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |