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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 | $983 | $104,544-99.1% | $76,657-98.7% | $152,897-99.4% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.1%-72.1pp | 82.5%-82.5pp |
| Annual return | 14.04% | 1014.36%-1000.3pp | 1166.74%-1152.7pp | 345.43%-331.4pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $123 | $12,286-99.0% | $6,423-98.1% | $11,599-98.9% |