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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 | $393 | $202,460-99.8% | $169,385-99.8% | $139,456-99.7% |
| Participation rate | 84.6% | 81.1%+3.5pp | 77.2%+7.5pp | 80.3%+4.3pp |
| Annual return | 16.45% | 532.07%-515.6pp | 405.82%-389.4pp | 373.45%-357.0pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $54 | $10,719-99.5% | $9,011-99.4% | $11,407-99.5% |