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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 | $24,871 | $97,289-74.4% | $92,805-73.2% | $155,188-84.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.48% | 29.03%-9.6pp | 31.59%-12.1pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $31,376 | $8,795+256.7% | $8,448+271.4% | $6,531+380.4% |
| Admin fee / account holder | $49 | $12,015-99.6% | $10,911-99.6% | $14,480-99.7% |