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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 | $990,064 | $102,663+864.4% | $86,216+1048.4% | $139,466+609.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 44.40% | 1924.52%-1880.1pp | 1169.42%-1125.0pp | 373.66%-329.3pp |
| Employer contribution / active EE | $1,000 | $3,035-67.0% | $2,382-58.0% | $4,754-79.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5 | $8,663-99.9% | $6,853-99.9% | $11,409-100.0% |