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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 | $23,197 | $167,353-86.1% | $143,797-83.9% | $134,545-82.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -19.27% | 0.48%-19.7pp | -0.04%-19.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,998 | $5,620-64.5% | $4,952-59.7% | $4,742-57.9% |
| Participant deferral / active EE | $650 | $6,447-89.9% | $5,638-88.5% | $6,401-89.8% |
| Admin fee / account holder | $31 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |