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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 | $4,870 | $157,304-96.9% | $141,197-96.6% | $152,909-96.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.52% | 64.34%-35.8pp | 71.41%-42.9pp | 345.46%-316.9pp |
| Employer contribution / active EE | $3,188 | $5,263-39.4% | $4,736-32.7% | $4,764-33.1% |
| Participant deferral / active EE | $3,380 | $7,111-52.5% | $6,710-49.6% | $5,851-42.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |