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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 | $179 | $96,508-99.8% | $75,901-99.8% | $152,897-99.9% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.3%-69.3pp | 82.5%-82.5pp |
| Annual return | 16.89% | 33.99%-17.1pp | 30.76%-13.9pp | 345.43%-328.5pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3 | $8,081-100.0% | $5,420-99.9% | $11,599-100.0% |