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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 | $17,611 | $65,712-73.2% | $57,196-69.2% | $273,972-93.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 24.57% | 22.01%+2.6pp | 14.59%+10.0pp | 41.46%-16.9pp |
| Employer contribution / active EE | $6,365 | $3,280+94.0% | $2,683+137.2% | $4,869+30.7% |
| Participant deferral / active EE | $14,848 | $3,782+292.6% | $3,096+379.5% | $5,287+180.8% |
| Admin fee / account holder | $14 | $4,838-99.7% | $3,141-99.6% | $10,133-99.9% |