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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 | $109,967-99.6% | $97,197-99.6% | $145,877-99.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 96.14% | 244.27%-148.1pp | 75.47%+20.7pp | 551.28%-455.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,637 | $4,676-43.6% | $4,263-38.1% | $6,691-60.6% |
| Admin fee / account holder | $3 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |