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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 | $5,619 | $149,333-96.2% | $106,387-94.7% | $135,382-95.8% |
| Participation rate | 0.0% | 81.5%-81.5pp | 77.5%-77.5pp | 82.6%-82.6pp |
| Annual return | 29.33% | 0.52%+28.8pp | 0.25%+29.1pp | 519.77%-490.4pp |
| 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 | $53 | $15,952-99.7% | $7,510-99.3% | $10,829-99.5% |