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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 | $952 | $96,388-99.0% | $80,627-98.8% | $139,466-99.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,079 | $3,260-36.2% | $2,723-23.6% | $4,754-56.3% |
| Participant deferral / active EE | $3,163 | $5,224-39.5% | $4,443-28.8% | $6,712-52.9% |
| Admin fee / account holder | $14 | $6,603-99.8% | $5,381-99.7% | $11,409-99.9% |