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Participant 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 | $37,969 | $72,426-47.6% | $67,560-43.8% | $145,897-74.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.76% | 7226.78%-7217.0pp | 3533.50%-3523.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $27,707 | $3,074+801.2% | $2,737+912.4% | $4,663+494.2% |
| Participant deferral / active EE | $141 | $4,785-97.1% | $4,004-96.5% | $6,689-97.9% |
| Admin fee / account holder | $1 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |