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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 | $129,737-66.3% | $119,126-63.3% | $154,746-71.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.56% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $41,286 | $4,375+843.7% | $4,034+923.6% | $4,379+842.8% |
| Participant deferral / active EE | $41,202 | $5,842+605.3% | $5,318+674.8% | $6,730+512.2% |
| Admin fee / account holder | $75 | $11,961-99.4% | $10,693-99.3% | $14,365-99.5% |