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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 | $174,379-88.3% | $152,093-86.6% | $138,895-85.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.09% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $5,833 | $4,652+25.4% | $4,175+39.7% | $4,194+39.1% |
| Participant deferral / active EE | $28,360 | $6,159+360.5% | $5,451+420.2% | $6,396+343.4% |
| Admin fee / account holder | $178 | $16,880-98.9% | $14,497-98.8% | $12,562-98.6% |