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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 | $28,441 | $154,467-81.6% | $130,270-78.2% | $139,487-79.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 21.51% | 30.58%-9.1pp | 38.89%-17.4pp | 373.84%-352.3pp |
| Employer contribution / active EE | $15,993 | $5,175+209.0% | $4,128+287.5% | $4,755+236.4% |
| Participant deferral / active EE | $11,250 | $8,497+32.4% | $6,797+65.5% | $6,713+67.6% |
| Admin fee / account holder | $0 | $9,222-100.0% | $6,022-100.0% | $11,407-100.0% |