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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $151,427-100.0% | $112,860-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 69.1%-69.1pp | 66.3%-66.3pp | 80.7%-80.7pp |
| Annual return | 10.06% | 30.95%-20.9pp | 35.26%-25.2pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,369-100.0% | $6,841-100.0% | $14,365-100.0% |