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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 | $76,634-82.5% | $56,054-76.0% | $145,978-90.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.46% | 3004.33%-2997.9pp | 1705.95%-1699.5pp | 550.52%-544.1pp |
| Employer contribution / active EE | $1,787 | $1,380+29.5% | $1,039+72.0% | $4,662-61.7% |
| Participant deferral / active EE | $10,167 | $2,622+287.7% | $1,952+420.8% | $6,690+52.0% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |