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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 | $9,790 | $108,882-91.0% | $96,754-89.9% | $154,746-93.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.96% | 98.39%-75.4pp | 82.04%-59.1pp | 172.34%-149.4pp |
| Employer contribution / active EE | $19,226 | $3,018+537.0% | $2,679+617.6% | $4,379+339.1% |
| Participant deferral / active EE | $9,437 | $5,323+77.3% | $4,758+98.3% | $6,730+40.2% |
| Admin fee / account holder | $10 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |