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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 | $10,007 | $174,379-94.3% | $152,093-93.4% | $138,895-92.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 12.00% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,209 | $4,652-31.0% | $4,175-23.1% | $4,194-23.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $115 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |