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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 | $100,970+66.9% | $96,576+74.5% | $137,256+22.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.60% | 38.16%-18.6pp | 38.47%-18.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $109,463 | $8,286+1221.0% | $7,956+1275.8% | $6,407+1608.5% |
| Admin fee / account holder | $198 | $11,312-98.3% | $11,381-98.3% | $12,270-98.4% |