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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 | $12,730 | $165,361-92.3% | $149,715-91.5% | $158,950-92.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $33,170 | $5,103+550.0% | $4,645+614.1% | $4,762+596.6% |
| Participant deferral / active EE | $31,573 | $7,182+339.6% | $6,842+361.5% | $5,983+427.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |