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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,666 | $198,461-97.1% | $170,436-96.7% | $147,585-96.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.24% | 257.30%-248.1pp | 205.94%-196.7pp | 578.57%-569.3pp |
| Employer contribution / active EE | $1,533 | $6,184-75.2% | $5,433-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $1,534 | $5,629-72.8% | $4,939-69.0% | $5,439-71.8% |
| Admin fee / account holder | $9 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |