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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 | $1,876 | $150,447-98.8% | $136,298-98.6% | $147,586-98.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 104.50% | 1049.15%-944.7pp | 5156.27%-5051.8pp | 578.59%-474.1pp |
| Employer contribution / active EE | $26,632 | $5,256+406.7% | $4,696+467.2% | $4,876+446.1% |
| Participant deferral / active EE | $24,520 | $6,631+269.8% | $6,247+292.5% | $5,439+350.8% |
| Admin fee / account holder | $79 | $10,906-99.3% | $9,244-99.1% | $10,886-99.3% |