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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 | $34,644 | $199,109-82.6% | $173,730-80.1% | $154,746-77.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.69% | 20.02%-9.3pp | 19.96%-9.3pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,050 | $7,113+55.4% | $6,326+74.7% | $6,730+64.2% |
| Admin fee / account holder | $7 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |