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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 | $1,390 | $134,817-99.0% | $123,973-98.9% | $155,188-99.1% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.7%-76.7pp | 80.8%-80.8pp |
| Annual return | 11.50% | 515.49%-504.0pp | 388.13%-376.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $112 | $13,245-99.2% | $11,799-99.1% | $14,480-99.2% |