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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 | $42,751 | $171,867-75.1% | $149,721-71.4% | $147,586-71.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.97% | 2113.36%-2102.4pp | 1501.67%-1490.7pp | 578.59%-567.6pp |
| Employer contribution / active EE | $34,615 | $6,275+451.7% | $5,444+535.8% | $4,876+609.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $55 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |