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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 | $8,425 | $93,124-91.0% | $77,100-89.1% | $134,545-93.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.01% | 62.68%-74.7pp | 42.35%-54.4pp | 418.37%-430.4pp |
| Employer contribution / active EE | $3,093 | $3,421-9.6% | $2,815+9.9% | $4,742-34.8% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12 | $6,970-99.8% | $5,443-99.8% | $11,431-99.9% |