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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 | $108,551 | $183,539-40.9% | $155,556-30.2% | $145,897-25.6% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 14.72% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $134 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |