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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 | $19,360 | $50,947-62.0% | $74,551-74.0% | $64,173-69.8% |
| Participation rate | 92.1% | 61.1%+31.0pp | 69.1%+23.0pp | 69.6%+22.5pp |
| Annual return | 9.45% | -1.85%+11.3pp | 32.53%-23.1pp | 7.63%+1.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $116 | $4,221-97.3% | $5,059-97.7% | $4,887-97.6% |