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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 | $43,726 | $111,535-60.8% | $105,223-58.4% | $137,256-68.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.56% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $41,286 | $3,939+948.0% | $3,689+1019.3% | $4,156+893.4% |
| Participant deferral / active EE | $41,202 | $5,500+649.1% | $5,072+712.4% | $6,407+543.1% |
| Admin fee / account holder | $75 | $9,721-99.2% | $8,859-99.2% | $12,270-99.4% |