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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 | $1,023 | $81,749-98.7% | $58,544-98.3% | $139,456-99.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.94% | 7425.45%-7407.5pp | 4249.56%-4231.6pp | 373.45%-355.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,738 | $2,555-32.0% | $1,923-9.6% | $6,711-74.1% |
| Admin fee / account holder | $175 | $3,272-94.7% | $2,520-93.1% | $11,407-98.5% |