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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 | $19,780 | $162,136-87.8% | $152,301-87.0% | $154,746-87.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.02% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,072 | $8,341-3.2% | $8,004+0.9% | $6,730+19.9% |
| Admin fee / account holder | $79 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |