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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 | $9,803 | $94,439-89.6% | $73,658-86.7% | $154,746-93.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 20.10% | 28.25%-8.2pp | 29.72%-9.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $359 | $1,257-71.4% | $1,032-65.2% | $4,379-91.8% |
| Participant deferral / active EE | $11,722 | $2,527+363.9% | $2,062+468.5% | $6,730+74.2% |
| Admin fee / account holder | $197 | $3,843-94.9% | $3,357-94.1% | $14,365-98.6% |