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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 | $8,303 | $149,333-94.4% | $106,387-92.2% | $135,380-93.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -4.16% | 0.52%-4.7pp | 0.25%-4.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $59 | $15,952-99.6% | $7,510-99.2% | $10,828-99.5% |