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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 | $114,093-91.8% | $96,171-90.2% | $167,536-94.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 3766.27% | 190.00%+3576.3pp | 192.04%+3574.2pp | 478.82%+3287.5pp |
| Employer contribution / active EE | $10,670 | $3,429+211.1% | $2,799+281.2% | $4,839+120.5% |
| Participant deferral / active EE | $11,556 | $5,197+122.4% | $4,350+165.6% | $6,342+82.2% |
| Admin fee / account holder | $4 | $6,899-99.9% | $5,538-99.9% | $12,315-100.0% |