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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 | $254,897 | $201,370+26.6% | $184,256+38.3% | $145,897+74.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.73% | 29.05%-24.3pp | 28.85%-24.1pp | 552.29%-547.6pp |
| Employer contribution / active EE | $12,534 | $7,024+78.5% | $6,427+95.0% | $4,663+168.8% |
| Participant deferral / active EE | $64,289 | $9,808+555.5% | $9,133+603.9% | $6,689+861.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |