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Employer 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 | $406 | $109,904-99.6% | $97,167-99.6% | $145,959-99.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 96.14% | 243.43%-147.3pp | 75.27%+20.9pp | 561.95%-465.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,637 | $4,676-43.6% | $4,264-38.1% | $6,689-60.6% |
| Admin fee / account holder | $3 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |