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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 | $7,354 | $106,588-93.1% | $94,215-92.2% | $155,188-95.3% |
| Participation rate | 0.0% | 74.3%-74.3pp | 70.0%-70.0pp | 80.8%-80.8pp |
| Annual return | 3.71% | 29.39%-25.7pp | 28.22%-24.5pp | 148.84%-145.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $19 | $12,281-99.8% | $10,216-99.8% | $14,480-99.9% |