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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $347,388 | $160,070+117.0% | $147,117+136.1% | $145,897+138.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.81% | 98.69%-90.9pp | 420.54%-412.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $3,863 | $5,285-26.9% | $4,932-21.7% | $4,663-17.2% |
| Participant deferral / active EE | $11,459 | $8,419+36.1% | $8,065+42.1% | $6,689+71.3% |
| Admin fee / account holder | $118 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |