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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 | $39,920 | $251,607-84.1% | $216,606-81.6% | $483,350-91.7% |
| Participation rate | 100.0% | 89.3%+10.7pp | 84.0%+16.0pp | 89.0%+11.0pp |
| Annual return | 0.10% | -9.82%+9.9pp | -8.70%+8.8pp | 533.38%-533.3pp |
| Employer contribution / active EE | $0 | $12,319-100.0% | $9,454-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $10,656-100.0% | $7,730-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $4,029-100.0% | $4,072-100.0% | $41,445-100.0% |