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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 | $30,465 | $52,678-42.2% | $75,784-59.8% | $59,633-48.9% |
| Participation rate | 72.7% | 67.2%+5.5pp | 75.8%-3.1pp | 68.7%+4.1pp |
| Annual return | 23.96% | 2.95%+21.0pp | 9.68%+14.3pp | 2041.40%-2017.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $133 | $3,610-96.3% | $5,300-97.5% | $4,297-96.9% |