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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 | $158,762 | $167,353-5.1% | $143,797+10.4% | $134,545+18.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.95% | 0.48%-11.4pp | -0.04%-10.9pp | 418.37%-429.3pp |
| Employer contribution / active EE | $2,554 | $5,620-54.6% | $4,952-48.4% | $4,742-46.1% |
| Participant deferral / active EE | $11,183 | $6,447+73.4% | $5,638+98.3% | $6,401+74.7% |
| Admin fee / account holder | $14 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |