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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 | $5,148 | $110,248-95.3% | $95,728-94.6% | $139,456-96.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.02% | 27.16%+6.9pp | 28.40%+5.6pp | 373.45%-339.4pp |
| Employer contribution / active EE | $8,452 | $3,258+159.4% | $2,835+198.1% | $4,753+77.8% |
| Participant deferral / active EE | $8,452 | $4,675+80.8% | $4,245+99.1% | $6,711+25.9% |
| Admin fee / account holder | $7 | $6,607-99.9% | $5,673-99.9% | $11,407-99.9% |