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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 | $182,823-95.7% | $161,596-95.2% | $198,609-96.1% |
| Participation rate | 0.0% | 81.5%-81.5pp | 80.7%-80.7pp | 82.4%-82.4pp |
| Annual return | 17.39% | 484.64%-467.2pp | 389.92%-372.5pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $7,056-100.0% | $6,750-100.0% | $6,977-100.0% |
| Admin fee / account holder | $207 | $15,687-98.7% | $13,161-98.4% | $19,030-98.9% |