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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 | $36,764 | $138,102-73.4% | $125,381-70.7% | $134,532-72.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.78% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $1,115 | $5,245-78.7% | $4,815-76.8% | $4,741-76.5% |
| Participant deferral / active EE | $1,334 | $7,801-82.9% | $7,448-82.1% | $6,401-79.2% |
| Admin fee / account holder | $261 | $11,568-97.7% | $10,007-97.4% | $11,429-97.7% |