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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 | $9,387 | $114,073-91.8% | $96,161-90.2% | $167,518-94.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 3766.27% | 189.95%+3576.3pp | 192.01%+3574.3pp | 478.71%+3287.6pp |
| Employer contribution / active EE | $10,670 | $3,428+211.2% | $2,798+281.3% | $4,838+120.5% |
| Participant deferral / active EE | $11,556 | $5,195+122.4% | $4,349+165.7% | $6,342+82.2% |
| Admin fee / account holder | $4 | $6,899-99.9% | $5,538-99.9% | $12,312-100.0% |