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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 | $21,173 | $142,409-85.1% | $119,634-82.3% | $134,545-84.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.70% | -12.46%-5.2pp | -14.98%-2.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,404 | $5,224-54.0% | $4,232-43.2% | $4,742-49.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $37 | $13,594-99.7% | $10,329-99.6% | $11,431-99.7% |