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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 | $93,010 | $88,754+4.8% | $81,820+13.7% | $145,877-36.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.04% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $855 | $4,648-81.6% | $4,323-80.2% | $6,691-87.2% |
| Admin fee / account holder | $5 | $8,424-99.9% | $7,391-99.9% | $13,402-100.0% |