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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 | $3,640 | $77,449-95.3% | $69,483-94.8% | $152,909-97.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 39.09%-39.1pp | 28.99%-29.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,471 | $3,316-25.5% | $2,780-11.1% | $4,764-48.1% |
| Participant deferral / active EE | $6,956 | $4,415+57.6% | $3,537+96.7% | $5,851+18.9% |
| Admin fee / account holder | $59 | $6,210-99.0% | $3,841-98.5% | $11,601-99.5% |