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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 | $69,118-85.8% | $53,647-81.7% | $138,895-92.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 20.10% | 248.26%-228.2pp | 358.33%-338.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $359 | $1,189-69.8% | $962-62.7% | $4,194-91.4% |
| Participant deferral / active EE | $11,722 | $2,274+415.5% | $1,813+546.5% | $6,396+83.3% |
| Admin fee / account holder | $197 | $2,724-92.8% | $2,460-92.0% | $12,562-98.4% |