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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 | $3,333 | $165,399-98.0% | $149,745-97.8% | $158,982-97.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $22,352 | $5,105+337.9% | $4,646+381.1% | $4,763+369.3% |
| Participant deferral / active EE | $21,548 | $7,183+200.0% | $6,843+214.9% | $5,983+260.1% |
| Admin fee / account holder | $46 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |