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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 | $96,419-90.4% | $80,648-88.5% | $139,487-93.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.67% | 1352.86%-1331.2pp | 937.21%-915.5pp | 373.84%-352.2pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,250 | $5,225-76.1% | $4,443-71.9% | $6,713-81.4% |
| Admin fee / account holder | $113 | $6,605-98.3% | $5,382-97.9% | $11,407-99.0% |