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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 | $66,032 | $149,040-55.7% | $120,225-45.1% | $137,256-51.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.16% | 605.68%-587.5pp | 439.23%-421.1pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $480 | $4,655-89.7% | $3,999-88.0% | $6,407-92.5% |
| Admin fee / account holder | $114 | $6,348-98.2% | $5,696-98.0% | $12,270-99.1% |