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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 | $2,337 | $227,399-99.0% | $189,758-98.8% | $198,609-98.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.96% | 61.03%-42.1pp | 52.62%-33.7pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,472 | $5,526-55.3% | $4,767-48.1% | $5,055-51.1% |
| Participant deferral / active EE | $3,707 | $6,837-45.8% | $5,856-36.7% | $6,977-46.9% |
| Admin fee / account holder | $98 | $25,162-99.6% | $20,388-99.5% | $19,030-99.5% |