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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 | $26,868 | $202,342-86.7% | $172,753-84.4% | $152,909-82.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 34.30% | 1029.88%-995.6pp | 803.00%-768.7pp | 345.46%-311.2pp |
| Employer contribution / active EE | $10,876 | $5,857+85.7% | $5,144+111.4% | $4,764+128.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $230 | $17,112-98.7% | $13,956-98.4% | $11,601-98.0% |