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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 | $2,537 | $54,355-95.3% | $82,744-96.9% | $68,486-96.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -2.66% | -13.67%+11.0pp | 702.22%-704.9pp | -7.85%+5.2pp |
| Employer contribution / active EE | $1,898 | $2,219-14.4% | $3,008-36.9% | $2,597-26.9% |
| Participant deferral / active EE | $166 | $3,246-94.9% | $4,395-96.2% | $4,028-95.9% |
| Admin fee / account holder | $80 | $4,397-98.2% | $5,325-98.5% | $5,404-98.5% |