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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 | $208,352 | $827,797-74.8% | $788,447-73.6% | $349,369-40.4% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.4%+55.6pp |
| Annual return | -13.84% | -4.32%-9.5pp | -3.21%-10.6pp | -14.65%+0.8pp |
| Employer contribution / active EE | $57,917 | $53,412+8.4% | $46,051+25.8% | $46,321+25.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $93 | $50,219-99.8% | $46,258-99.8% | $14,582-99.4% |