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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 | $73,622 | $138,102-46.7% | $125,381-41.3% | $134,532-45.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.84% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $8,090 | $5,245+54.2% | $4,815+68.0% | $4,741+70.6% |
| Participant deferral / active EE | $1,800 | $7,801-76.9% | $7,448-75.8% | $6,401-71.9% |
| Admin fee / account holder | $49 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |