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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 | $8,817 | $160,059-94.5% | $140,019-93.7% | $135,380-93.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.08% | 911.48%-912.6pp | 651.17%-652.2pp | 519.81%-520.9pp |
| Employer contribution / active EE | $4,157 | $6,420-35.2% | $5,605-25.8% | $4,779-13.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $196 | $13,328-98.5% | $10,705-98.2% | $10,828-98.2% |