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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 | $226,616 | $227,633-0.4% | $189,597+19.5% | $167,553+35.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 31.49% | 78.45%-47.0pp | 64.20%-32.7pp | 478.89%-447.4pp |
| Employer contribution / active EE | $1,163 | $5,317-78.1% | $4,412-73.7% | $4,840-76.0% |
| Participant deferral / active EE | $34 | $7,003-99.5% | $6,174-99.4% | $6,343-99.5% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |