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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 | $5,565 | $92,743-94.0% | $82,744-93.3% | $134,532-95.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.64% | 946.63%-964.3pp | 702.22%-719.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,372 | $3,273-58.1% | $3,008-54.4% | $4,741-71.1% |
| Participant deferral / active EE | $3,920 | $4,802-18.4% | $4,395-10.8% | $6,401-38.8% |
| Admin fee / account holder | $46 | $5,977-99.2% | $5,325-99.1% | $11,429-99.6% |