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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 | $1,635 | $156,398-99.0% | $147,318-98.9% | $138,895-98.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.97% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $975 | $4,853-79.9% | $4,593-78.8% | $4,194-76.8% |
| Participant deferral / active EE | $1,552 | $8,237-81.2% | $7,906-80.4% | $6,396-75.7% |
| Admin fee / account holder | $169 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |