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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 | $865 | $67,823-98.7% | $52,425-98.4% | $137,256-99.4% |
| Participation rate | 82.6% | 63.9%+18.7pp | 55.6%+27.0pp | 80.0%+2.6pp |
| Annual return | 20.32% | 219.11%-198.8pp | 302.12%-281.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $51 | $2,844-98.2% | $2,495-98.0% | $12,270-99.6% |