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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,688 | $168,635-91.9% | $147,617-90.7% | $125,389-89.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.19% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $9,072 | $6,252+45.1% | $5,564+63.0% | $4,866+86.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $103 | $13,580-99.2% | $11,612-99.1% | $9,541-98.9% |