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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 | $10,187 | $96,419-89.4% | $80,648-87.4% | $139,487-92.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.97% | 1352.86%-1339.9pp | 937.21%-924.2pp | 373.84%-360.9pp |
| Employer contribution / active EE | $4,682 | $3,261+43.6% | $2,724+71.9% | $4,755-1.5% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $49 | $6,605-99.3% | $5,382-99.1% | $11,407-99.6% |