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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 | $13,805 | $111,785-87.7% | $93,669-85.3% | $145,877-90.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.38% | 203.79%-193.4pp | 133.59%-123.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $4,077 | $3,096+31.7% | $2,424+68.2% | $4,663-12.6% |
| Participant deferral / active EE | $2,688 | $4,919-45.4% | $4,416-39.1% | $6,691-59.8% |
| Admin fee / account holder | $144 | $10,256-98.6% | $8,291-98.3% | $13,402-98.9% |