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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 | $1,059 | $108,701-99.0% | $74,723-98.6% | $152,909-99.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 14.39% | 114.12%-99.7pp | 753.18%-738.8pp | 345.46%-331.1pp |
| Employer contribution / active EE | $42 | $1,504-97.2% | $1,084-96.1% | $4,764-99.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8 | $4,906-99.8% | $3,335-99.8% | $11,601-99.9% |