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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 | $65,738 | $91,037-27.8% | $71,671-8.3% | $147,585-55.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 23.48% | 20.48%+3.0pp | 20.65%+2.8pp | 578.58%-555.1pp |
| Employer contribution / active EE | $10,000 | $3,327+200.5% | $2,460+306.5% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6 | $8,613-99.9% | $5,558-99.9% | $10,886-99.9% |