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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 | $5,807 | $176,688-96.7% | $130,660-95.6% | $152,909-96.2% |
| Participation rate | 90.0% | 79.0%+11.0pp | 71.7%+18.3pp | 82.5%+7.5pp |
| Annual return | 22.06% | 2693.08%-2671.0pp | 1709.29%-1687.2pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,084 | $5,743-81.1% | $4,092-73.5% | $4,764-77.2% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $149 | $7,131-97.9% | $5,463-97.3% | $11,601-98.7% |