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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 | $7,819 | $171,930-95.5% | $151,266-94.8% | $154,746-94.9% |
| Participation rate | 0.0% | 80.5%-80.5pp | 77.0%-77.0pp | 80.7%-80.7pp |
| Annual return | 17.39% | 242.03%-224.6pp | 180.60%-163.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,191-100.0% | $7,337-100.0% | $6,730-100.0% |
| Admin fee / account holder | $207 | $15,803-98.7% | $13,159-98.4% | $14,365-98.6% |