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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 | $15,708 | $108,882-85.6% | $96,754-83.8% | $154,746-89.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.98% | 98.39%-82.4pp | 82.04%-66.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $198 | $3,018-93.5% | $2,679-92.6% | $4,379-95.5% |
| Participant deferral / active EE | $16,144 | $5,323+203.3% | $4,758+239.3% | $6,730+139.9% |
| Admin fee / account holder | $176 | $10,200-98.3% | $8,905-98.0% | $14,365-98.8% |