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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 | $17,392 | $95,975-81.9% | $74,552-76.7% | $135,382-87.2% |
| Participation rate | 84.2% | 75.7%+8.6pp | 69.1%+15.1pp | 82.6%+1.6pp |
| Annual return | -0.75% | 56.96%-57.7pp | 32.53%-33.3pp | 519.77%-520.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $36 | $6,522-99.5% | $5,060-99.3% | $10,829-99.7% |