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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 | $59,993 | $96,678-37.9% | $86,640-30.8% | $139,466-57.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.41% | 106.69%-88.3pp | 592.52%-574.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $9,436 | $3,265+189.0% | $3,024+212.0% | $4,754+98.5% |
| Participant deferral / active EE | $38,217 | $4,837+690.1% | $4,438+761.1% | $6,712+469.4% |
| Admin fee / account holder | $19 | $6,410-99.7% | $5,616-99.7% | $11,409-99.8% |