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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 | $54,721 | $95,975-43.0% | $74,549-26.6% | $135,379-59.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.33% | 56.96%-63.3pp | 32.53%-38.9pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $450 | $3,844-88.3% | $3,108-85.5% | $5,609-92.0% |
| Admin fee / account holder | $159 | $6,522-97.6% | $5,059-96.9% | $10,828-98.5% |