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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 | $724 | $117,694-99.4% | $71,755-99.0% | $134,532-99.5% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.3%-62.3pp | 81.2%-81.2pp |
| Annual return | -11.00% | 25.33%-36.3pp | 9.09%-20.1pp | 418.27%-429.3pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $39 | $6,374-99.4% | $3,972-99.0% | $11,429-99.7% |