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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 | $49,517 | $198,457-75.0% | $170,435-70.9% | $147,586-66.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.32% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,597 | $6,183-74.2% | $5,432-70.6% | $4,876-67.3% |
| Participant deferral / active EE | $6,221 | $5,629+10.5% | $4,939+25.9% | $5,439+14.4% |
| Admin fee / account holder | $227 | $16,852-98.7% | $13,881-98.4% | $10,886-97.9% |