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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 | $103,043 | $77,419+33.1% | $69,461+48.3% | $152,885-32.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 13.11% | 39.07%-26.0pp | 28.97%-15.9pp | 345.39%-332.3pp |
| Employer contribution / active EE | $1,659 | $3,315-50.0% | $2,779-40.3% | $4,763-65.2% |
| Participant deferral / active EE | $488 | $4,414-88.9% | $3,536-86.2% | $5,851-91.7% |
| Admin fee / account holder | $30 | $6,207-99.5% | $3,840-99.2% | $11,598-99.7% |