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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 | $168,552 | $107,666+56.6% | $102,184+64.9% | $154,746+8.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.60% | 29.33%-9.7pp | 31.58%-12.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $109,463 | $8,719+1155.4% | $8,309+1217.4% | $6,730+1526.4% |
| Admin fee / account holder | $198 | $12,943-98.5% | $11,609-98.3% | $14,365-98.6% |