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Employer 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 | $294 | $152,597-99.8% | $117,533-99.8% | $134,532-99.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.02% | 53.04%-64.1pp | 29.77%-40.8pp | 418.27%-429.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $315 | $4,821-93.5% | $4,072-92.3% | $6,401-95.1% |
| Admin fee / account holder | $3 | $7,007-100.0% | $5,647-99.9% | $11,429-100.0% |