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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 | $20,399 | $185,312-89.0% | $161,489-87.4% | $154,746-86.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.09% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $5,833 | $4,769+22.3% | $4,268+36.7% | $4,379+33.2% |
| Participant deferral / active EE | $28,360 | $6,350+346.6% | $5,630+403.7% | $6,730+321.4% |
| Admin fee / account holder | $178 | $18,654-99.0% | $16,006-98.9% | $14,365-98.8% |