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Annual investment return 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 | $1,994 | $101,063-98.0% | $81,473-97.6% | $147,586-98.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -3.13% | 32.41%-35.5pp | 38.78%-41.9pp | 578.59%-581.7pp |
| Employer contribution / active EE | $720 | $3,206-77.5% | $2,568-72.0% | $4,876-85.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $54 | $5,812-99.1% | $4,561-98.8% | $10,886-99.5% |