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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 | $62,843 | $84,685-25.8% | $73,836-14.9% | $125,389-49.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.08% | 3123.80%-3121.7pp | 2268.06%-2266.0pp | 282.24%-280.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $25,209 | $3,993+531.4% | $3,583+603.6% | $5,352+371.1% |
| Admin fee / account holder | $79 | $5,694-98.6% | $4,882-98.4% | $9,541-99.2% |