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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,941 | $554,306-97.3% | $14,9410% | $554,306-97.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 100.0%0pp | 84.6%+15.4pp |
| Annual return | 10.64% | 10.47%+0.2pp | 10.50%+0.1pp | 10.47%+0.2pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $140,195-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | $0 | $3,690-100.0% |
| Admin fee / account holder | $0 | $49,540-100.0% | $0 | $49,540-100.0% |