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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 | $851 | $156,970-99.5% | $121,210-99.3% | $139,487-99.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1477.10%-1477.1pp | 987.41%-987.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,616 | $5,546-70.9% | $4,171-61.3% | $4,755-66.0% |
| Participant deferral / active EE | $3,182 | $4,849-34.4% | $4,084-22.1% | $6,713-52.6% |
| Admin fee / account holder | $6 | $6,947-99.9% | $5,647-99.9% | $11,407-99.9% |