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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 | $59,097 | $96,678-38.9% | $86,640-31.8% | $139,466-57.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.91% | 106.69%-84.8pp | 592.52%-570.6pp | 373.66%-351.8pp |
| Employer contribution / active EE | $954 | $3,265-70.8% | $3,024-68.5% | $4,754-79.9% |
| Participant deferral / active EE | $321 | $4,837-93.4% | $4,438-92.8% | $6,712-95.2% |
| Admin fee / account holder | $70 | $6,410-98.9% | $5,616-98.8% | $11,409-99.4% |