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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 | $56,092 | $212,777-73.6% | $173,703-67.7% | $198,609-71.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 4.78% | 18.82%-14.0pp | 17.46%-12.7pp | 202.70%-197.9pp |
| Employer contribution / active EE | $36,746 | $5,214+604.8% | $4,288+757.0% | $5,055+626.9% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9 | $19,536-100.0% | $15,562-99.9% | $19,030-100.0% |