Filed May 18, 2021
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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 | $14,148 | $56,484-75.0% | $169,452-91.7% | $64,181-78.0% |
| Participation rate | 96.2% | 64.5%+31.7pp | 77.8%+18.4pp | 69.6%+26.7pp |
| Annual return | -4.64% | -1.55%-3.1pp | 1.83%-6.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $300 | $4,174-92.8% | $9,110-96.7% | $4,887-93.9% |