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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 | $19,857 | $69,518-71.4% | $59,887-66.8% | $135,379-85.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.18% | 7.95%-16.1pp | 3.46%-11.6pp | 519.79%-528.0pp |
| Employer contribution / active EE | $4,299 | $3,235+32.9% | $2,722+57.9% | $4,779-10.0% |
| Participant deferral / active EE | $2,579 | $4,204-38.7% | $3,402-24.2% | $5,609-54.0% |
| Admin fee / account holder | $30 | $5,734-99.5% | $3,591-99.2% | $10,828-99.7% |