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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 | $8,435 | $138,102-93.9% | $125,381-93.3% | $134,532-93.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.19% | 750.73%-758.9pp | 572.31%-580.5pp | 418.27%-426.5pp |
| Employer contribution / active EE | $3,047 | $5,245-41.9% | $4,815-36.7% | $4,741-35.7% |
| Participant deferral / active EE | $3,047 | $7,801-60.9% | $7,448-59.1% | $6,401-52.4% |
| Admin fee / account holder | $49 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |