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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 | $32,913 | $77,419-57.5% | $69,461-52.6% | $152,885-78.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.01% | 39.07%-18.1pp | 28.97%-8.0pp | 345.39%-324.4pp |
| Employer contribution / active EE | $5,315 | $3,315+60.3% | $2,779+91.2% | $4,763+11.6% |
| Participant deferral / active EE | $14,759 | $4,414+234.4% | $3,536+317.4% | $5,851+152.2% |
| Admin fee / account holder | $170 | $6,207-97.3% | $3,840-95.6% | $11,598-98.5% |