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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 | $456 | $85,196-99.5% | $76,383-99.4% | $145,897-99.7% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.3%-79.3pp | 80.3%-80.3pp |
| Annual return | 12.99% | 13.13%-0.1pp | 13.79%-0.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $5,268-100.0% | $4,587-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,386-100.0% | $5,474-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12 | $5,786-99.8% | $5,147-99.8% | $13,390-99.9% |