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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 | $333 | $117,777-99.7% | $71,778-99.5% | $134,545-99.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 25.46%-25.5pp | 9.15%-9.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,968 | $3,756-21.0% | $2,656+11.7% | $6,401-53.6% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,431-100.0% |