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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 | $4,508 | $106,008-95.7% | $92,240-95.1% | $147,586-96.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.33% | 50.05%-38.7pp | 176.29%-165.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $5,360 | $4,333+23.7% | $3,680+45.7% | $4,876+9.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $101 | $6,333-98.4% | $5,194-98.1% | $10,886-99.1% |