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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,653 | $109,905-3.9% | $98,506+7.3% | $167,553-36.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.39% | 1960.20%-1944.8pp | 1494.92%-1479.5pp | 478.89%-463.5pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $24,500 | $4,674+424.2% | $4,277+472.8% | $6,343+286.3% |
| Admin fee / account holder | $8 | $6,760-99.9% | $5,955-99.9% | $12,316-99.9% |