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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 | $729 | $105,623-99.3% | $87,502-99.2% | $273,972-99.7% |
| Participation rate | 0.0% | 78.2%-78.2pp | 73.8%-73.8pp | 83.0%-83.0pp |
| Annual return | 6.62% | 12.26%-5.6pp | 12.21%-5.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |