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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 | $21,341 | $160,028-86.7% | $147,080-85.5% | $145,884-85.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.66% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $13,175 | $5,286+149.3% | $4,933+167.1% | $4,662+182.6% |
| Participant deferral / active EE | $14,543 | $8,422+72.7% | $8,066+80.3% | $6,690+117.4% |
| Admin fee / account holder | $247 | $15,030-98.4% | $12,989-98.1% | $13,392-98.2% |