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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 | $27,230 | $177,156-84.6% | $147,027-81.5% | $154,746-82.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.94% | 21.94%-10.0pp | 20.23%-8.3pp | 172.34%-160.4pp |
| Employer contribution / active EE | $13,793 | $4,336+218.1% | $3,626+280.4% | $4,379+215.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $88 | $14,904-99.4% | $12,223-99.3% | $14,365-99.4% |