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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 | $22,431 | $64,729-65.3% | $112,263-80.0% | $68,490-67.2% |
| Participation rate | 93.5% | 67.2%+26.4pp | 75.1%+18.5pp | 67.9%+25.7pp |
| Annual return | 9.66% | -11.40%+21.1pp | 27.49%-17.8pp | -7.85%+17.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $100 | $5,222-98.1% | $6,410-98.4% | $5,403-98.2% |