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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 | $9,291 | $96,338-90.4% | $80,589-88.5% | $139,427-93.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.67% | 1350.43%-1328.8pp | 935.83%-914.2pp | 373.27%-351.6pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $2,724-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,250 | $5,234-76.1% | $4,449-71.9% | $6,711-81.4% |
| Admin fee / account holder | $113 | $6,600-98.3% | $5,379-97.9% | $11,404-99.0% |