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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 | $32,961 | $183,539-82.0% | $155,556-78.8% | $145,897-77.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.08% | 61.31%-47.2pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,384 | $6,467+60.6% | $5,631+84.4% | $6,689+55.2% |
| Admin fee / account holder | $128 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |