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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,718,094 | $156,616+997.0% | $133,346+1188.4% | $198,609+765.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 9.14% | 44.25%-35.1pp | 36.85%-27.7pp | 202.70%-193.6pp |
| Employer contribution / active EE | $70,779 | $3,368+2001.5% | $2,853+2380.5% | $5,055+1300.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |