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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 | $27,204 | $160,028-83.0% | $147,080-81.5% | $145,884-81.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.15% | 98.60%-85.5pp | 420.17%-407.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,599 | $5,286-69.7% | $4,933-67.6% | $4,662-65.7% |
| Participant deferral / active EE | $10,237 | $8,422+21.5% | $8,066+26.9% | $6,690+53.0% |
| Admin fee / account holder | $134 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |