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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 | $1,722 | $185,199-99.1% | $142,874-98.8% | $167,518-99.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.81% | 8556.90%-8546.1pp | 5638.58%-5627.8pp | 478.71%-467.9pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $77 | $8,031-99.0% | $6,561-98.8% | $12,312-99.4% |