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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 | $2,371 | $110,551-97.9% | $80,741-97.1% | $167,536-98.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 35.70% | 120.57%-84.9pp | 87.30%-51.6pp | 478.82%-443.1pp |
| Employer contribution / active EE | $133 | $1,543-91.4% | $1,160-88.5% | $4,839-97.3% |
| Participant deferral / active EE | $8,560 | $2,870+198.2% | $2,145+299.0% | $6,342+35.0% |
| Admin fee / account holder | $5 | $4,547-99.9% | $3,380-99.8% | $12,315-100.0% |