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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 | $5,421 | $97,732-94.5% | $83,831-93.5% | $135,380-96.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.37% | 1287.56%-1292.9pp | 850.99%-856.4pp | 519.81%-525.2pp |
| Employer contribution / active EE | $755 | $4,222-82.1% | $3,631-79.2% | $4,779-84.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $265 | $6,675-96.0% | $5,479-95.2% | $10,828-97.6% |