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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 | $10,031 | $157,296-93.6% | $141,191-92.9% | $152,897-93.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.62% | 64.34%-36.7pp | 71.41%-43.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $19,295 | $5,262+266.7% | $4,736+307.4% | $4,764+305.1% |
| Participant deferral / active EE | $38,238 | $7,111+437.8% | $6,710+469.9% | $5,851+553.5% |
| Admin fee / account holder | $7 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |