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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 | $21,425 | $157,296-86.4% | $141,191-84.8% | $152,897-86.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.70% | 64.34%-29.6pp | 71.41%-36.7pp | 345.43%-310.7pp |
| Employer contribution / active EE | $17,311 | $5,262+229.0% | $4,736+265.5% | $4,764+263.4% |
| Participant deferral / active EE | $42,416 | $7,111+496.5% | $6,710+532.1% | $5,851+624.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |