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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 | $22,482 | $172,111-86.9% | $150,298-85.0% | $137,256-83.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.95% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,201 | $6,166+146.5% | $5,453+178.8% | $6,407+137.3% |
| Admin fee / account holder | $3 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |