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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 | $331 | $152,542-99.8% | $117,498-99.7% | $134,509-99.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 53.02%-53.0pp | 29.75%-29.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $791 | $5,574-85.8% | $4,178-81.1% | $4,741-83.3% |
| Participant deferral / active EE | $1,033 | $4,819-78.6% | $4,071-74.6% | $6,400-83.9% |
| Admin fee / account holder | $11 | $7,006-99.8% | $5,646-99.8% | $11,427-99.9% |