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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 | $3,674 | $102,635-96.4% | $86,209-95.7% | $139,456-97.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 32.82% | 1923.53%-1890.7pp | 1169.05%-1136.2pp | 373.45%-340.6pp |
| Employer contribution / active EE | $6,061 | $3,034+99.8% | $2,381+154.5% | $4,753+27.5% |
| Participant deferral / active EE | $5,904 | $4,677+26.2% | $3,986+48.1% | $6,711-12.0% |
| Admin fee / account holder | $94 | $8,661-98.9% | $6,853-98.6% | $11,407-99.2% |