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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 | $67,823-85.5% | $52,425-81.3% | $137,256-92.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.10% | 219.11%-199.0pp | 302.12%-282.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $359 | $1,163-69.1% | $914-60.7% | $4,156-91.4% |
| Participant deferral / active EE | $11,722 | $2,288+412.3% | $1,790+554.7% | $6,407+83.0% |
| Admin fee / account holder | $197 | $2,844-93.1% | $2,495-92.1% | $12,270-98.4% |