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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 | $3,331 | $129,737-97.4% | $119,126-97.2% | $154,746-97.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.98% | 379.08%-360.1pp | 282.11%-263.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,915 | $4,375-10.5% | $4,034-2.9% | $4,379-10.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $113 | $11,961-99.1% | $10,693-98.9% | $14,365-99.2% |