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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $183,539-100.0% | $155,556-100.0% | $145,897-100.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 61.31%-52.5pp | 64.84%-56.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,500 | $5,315-71.8% | $4,675-67.9% | $4,663-67.8% |
| Participant deferral / active EE | $753 | $6,467-88.4% | $5,631-86.6% | $6,689-88.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |