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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 | $13,135 | $180,462-92.7% | $154,111-91.5% | $135,379-90.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.62% | 888.17%-895.8pp | 735.18%-742.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,344 | $5,806-59.6% | $5,081-53.9% | $5,609-58.2% |
| Admin fee / account holder | $224 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |