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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 | $8,624 | $100,203-91.4% | $85,240-89.9% | $145,897-94.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.48% | 84.28%-74.8pp | 66.75%-57.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $6,339 | $3,242+95.5% | $2,735+131.7% | $4,663+35.9% |
| Participant deferral / active EE | $2,091 | $5,299-60.5% | $4,527-53.8% | $6,689-68.7% |
| Admin fee / account holder | $223 | $7,265-96.9% | $6,165-96.4% | $13,390-98.3% |