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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 | $18,726 | $58,714-68.1% | $142,874-86.9% | $85,856-78.2% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 21.88% | 27.73%-5.9pp | 5638.58%-5616.7pp | 318.58%-296.7pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,608-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $259 | $4,241-93.9% | $6,561-96.0% | $6,261-95.9% |