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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 | $815 | $115,866-99.3% | $65,328-98.8% | $139,456-99.4% |
| Participation rate | 0.0% | 67.8%-67.8pp | 64.9%-64.9pp | 80.3%-80.3pp |
| Annual return | 15.29% | 31.21%-15.9pp | 47.39%-32.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,711-100.0% |
| Admin fee / account holder | $108 | $6,705-98.4% | $4,116-97.4% | $11,407-99.1% |