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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 | $3,071 | $92,798-96.7% | $96,707-96.8% | $137,256-97.8% |
| Participation rate | 0.0% | 81.6%-81.6pp | 80.4%-80.4pp | 80.0%-80.0pp |
| Annual return | 13.45% | 31.24%-17.8pp | 34.78%-21.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $181 | $7,946-97.7% | $7,503-97.6% | $12,270-98.5% |