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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 | $14,643 | $180,466-91.9% | $154,114-90.5% | $135,382-89.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.59% | 888.15%-891.7pp | 735.16%-738.8pp | 519.77%-523.4pp |
| Employer contribution / active EE | $2,176 | $6,035-63.9% | $5,298-58.9% | $4,779-54.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $70 | $16,144-99.6% | $13,411-99.5% | $10,829-99.4% |