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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 | $1,016 | $109,863-99.1% | $98,477-99.0% | $167,518-99.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.40% | 1958.09%-1945.7pp | 1493.59%-1481.2pp | 478.71%-466.3pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,530 | $4,673-67.3% | $4,276-64.2% | $6,342-75.9% |
| Admin fee / account holder | $8 | $6,755-99.9% | $5,951-99.9% | $12,312-99.9% |