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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 | $1,449 | $150,346-99.0% | $120,524-98.8% | $145,877-99.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 29.81% | 154.40%-124.6pp | 107.36%-77.6pp | 551.28%-521.5pp |
| Employer contribution / active EE | $4,225 | $4,353-2.9% | $3,469+21.8% | $4,663-9.4% |
| Participant deferral / active EE | $4,225 | $6,172-31.5% | $4,994-15.4% | $6,691-36.9% |
| Admin fee / account holder | $29 | $12,215-99.8% | $9,440-99.7% | $13,402-99.8% |