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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 | $14,678 | $133,981-89.0% | $112,249-86.9% | $134,532-89.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.35% | 47.16%-53.5pp | 27.48%-33.8pp | 418.27%-424.6pp |
| Employer contribution / active EE | $1,390 | $4,040-65.6% | $3,636-61.8% | $4,741-70.7% |
| Participant deferral / active EE | $23,750 | $5,292+348.8% | $4,729+402.2% | $6,401+271.0% |
| Admin fee / account holder | $85 | $7,492-98.9% | $6,412-98.7% | $11,429-99.3% |