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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 | $7,573 | $152,591-95.0% | $117,529-93.6% | $134,545-94.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.92% | 53.04%-72.0pp | 29.77%-48.7pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,293 | $5,576-76.8% | $4,179-69.1% | $4,742-72.7% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $212 | $7,004-97.0% | $5,645-96.2% | $11,431-98.1% |