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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,262 | $106,905-60.5% | $84,020-49.7% | $152,885-72.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 93.99% | 105.00%-11.0pp | 71.31%+22.7pp | 345.39%-251.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,359 | $4,012+108.4% | $3,239+158.1% | $5,851+42.9% |
| Admin fee / account holder | $188 | $8,287-97.7% | $6,101-96.9% | $11,598-98.4% |