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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,892 | $180,459-89.5% | $154,108-87.7% | $135,380-86.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.21% | 888.21%-892.4pp | 735.21%-739.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,943 | $6,035-67.8% | $5,298-63.3% | $4,779-59.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |