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Participant 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 | $566 | $76,368-99.3% | $67,681-99.2% | $154,746-99.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.18% | 1066.77%-1052.6pp | 590.58%-576.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $854 | $3,151-72.9% | $2,678-68.1% | $4,379-80.5% |
| Participant deferral / active EE | $260 | $4,824-94.6% | $3,976-93.5% | $6,730-96.1% |
| Admin fee / account holder | $193 | $8,559-97.7% | $6,100-96.8% | $14,365-98.7% |