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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 | $19,359 | $209,422-90.8% | $178,503-89.2% | $158,982-87.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.28% | 188.81%-182.5pp | 151.12%-144.8pp | 302.99%-296.7pp |
| Employer contribution / active EE | $2,151 | $5,707-62.3% | $5,011-57.1% | $4,763-54.8% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+62.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |