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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 | $22,141 | $160,028-86.2% | $147,080-84.9% | $145,884-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.54% | 98.60%-84.1pp | 420.17%-405.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $4,887 | $5,286-7.5% | $4,933-0.9% | $4,662+4.8% |
| Participant deferral / active EE | $12,816 | $8,422+52.2% | $8,066+58.9% | $6,690+91.6% |
| Admin fee / account holder | $64 | $15,030-99.6% | $12,989-99.5% | $13,392-99.5% |