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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 | $608 | $226,105-99.7% | $182,540-99.7% | $152,897-99.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 34.41% | 192.58%-158.2pp | 148.58%-114.2pp | 345.43%-311.0pp |
| Employer contribution / active EE | $515 | $4,978-89.7% | $4,076-87.4% | $4,764-89.2% |
| Participant deferral / active EE | $1,092 | $6,370-82.9% | $5,525-80.2% | $5,851-81.3% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |