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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 | $172,111-88.1% | $150,298-86.4% | $137,256-85.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.09% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $5,833 | $4,636+25.8% | $4,154+40.4% | $4,156+40.4% |
| Participant deferral / active EE | $28,360 | $6,166+360.0% | $5,453+420.1% | $6,407+342.7% |
| Admin fee / account holder | $178 | $16,471-98.9% | $14,116-98.7% | $12,270-98.6% |