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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 | $906 | $209,336-99.6% | $197,124-99.5% | $137,256-99.3% |
| Participation rate | 73.3% | 87.3%-14.0pp | 86.7%-13.4pp | 80.0%-6.6pp |
| Annual return | 17.44% | 48.09%-30.7pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $25 | $17,308-99.9% | $16,298-99.8% | $12,270-99.8% |