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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 | $6,212 | $181,062-96.6% | $158,223-96.1% | $155,188-96.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.94% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.9pp |
| Employer contribution / active EE | $936 | $4,565-79.5% | $4,109-77.2% | $4,248-78.0% |
| Participant deferral / active EE | $936 | $6,134-84.8% | $5,467-82.9% | $6,531-85.7% |
| Admin fee / account holder | $212 | $18,825-98.9% | $16,047-98.7% | $14,480-98.5% |