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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 | $28,777 | $67,372-57.3% | $60,906-52.8% | $134,532-78.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.16% | 50.05%-64.2pp | 16.94%-31.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $6,407 | $3,099+106.7% | $2,703+137.0% | $4,741+35.1% |
| Participant deferral / active EE | $16,461 | $4,532+263.2% | $3,814+331.6% | $6,401+157.2% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |