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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 | $11,059 | $142,361-92.2% | $119,608-90.8% | $134,509-91.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.56% | -12.46%-4.1pp | -14.98%-1.6pp | 418.13%-434.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,217 | $6,468-34.8% | $5,601-24.7% | $6,400-34.1% |
| Admin fee / account holder | $150 | $13,588-98.9% | $10,326-98.5% | $11,427-98.7% |