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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 | $3,610 | $92,219-96.1% | $76,767-95.3% | $135,380-97.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -3.12% | 5.46%-8.6pp | 2.43%-5.5pp | 519.81%-522.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $905 | $4,508-79.9% | $3,852-76.5% | $5,609-83.9% |
| Admin fee / account holder | $87 | $10,749-99.2% | $6,675-98.7% | $10,828-99.2% |