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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 | $159,978-86.7% | $147,041-85.5% | $145,978-85.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.66% | 98.36%-83.7pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $13,175 | $5,288+149.1% | $4,935+167.0% | $4,662+182.6% |
| Participant deferral / active EE | $14,543 | $8,429+72.5% | $8,071+80.2% | $6,690+117.4% |
| Admin fee / account holder | $247 | $15,053-98.4% | $13,006-98.1% | $13,400-98.2% |