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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 | $18,853 | $92,743-79.7% | $82,744-77.2% | $134,532-86.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.49% | 946.63%-963.1pp | 702.22%-718.7pp | 418.27%-434.8pp |
| Employer contribution / active EE | $4,871 | $3,273+48.8% | $3,008+61.9% | $4,741+2.7% |
| Participant deferral / active EE | $1,400 | $4,802-70.8% | $4,395-68.1% | $6,401-78.1% |
| Admin fee / account holder | $212 | $5,977-96.5% | $5,325-96.0% | $11,429-98.1% |