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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 | $27,782 | $88,702-68.7% | $81,780-66.0% | $145,978-81.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.16% | 1029.12%-1017.0pp | 776.27%-764.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $3,420 | $3,084+10.9% | $2,914+17.4% | $4,662-26.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |