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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 | $117,296 | $157,829-25.7% | $136,867-14.3% | $198,609-40.9% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 181.92% | 51.25%+130.7pp | 42.97%+138.9pp | 202.70%-20.8pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $29 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |