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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 | $54,333 | $138,075-60.6% | $123,552-56.0% | $135,379-59.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.83% | 153.70%-157.5pp | 119.20%-123.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $11,179 | $5,152+117.0% | $4,628+141.6% | $4,779+133.9% |
| Participant deferral / active EE | $20,000 | $6,800+194.1% | $6,426+211.2% | $5,609+256.6% |
| Admin fee / account holder | $181 | $10,917-98.3% | $9,285-98.1% | $10,828-98.3% |