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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 | $1,193 | $96,388-98.8% | $80,627-98.5% | $139,466-99.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,468 | $3,260+6.4% | $2,723+27.4% | $4,754-27.0% |
| Participant deferral / active EE | $4,165 | $5,224-20.3% | $4,443-6.3% | $6,712-37.9% |
| Admin fee / account holder | $199 | $6,603-97.0% | $5,381-96.3% | $11,409-98.3% |