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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 | $822 | $67,823-98.8% | $52,425-98.4% | $137,256-99.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.92% | 219.11%-201.2pp | 302.12%-284.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $152 | $1,163-87.0% | $914-83.4% | $4,156-96.4% |
| Participant deferral / active EE | $152 | $2,288-93.4% | $1,790-91.5% | $6,407-97.6% |
| Admin fee / account holder | $127 | $2,844-95.5% | $2,495-94.9% | $12,270-99.0% |