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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $315,150 | $87,834+258.8% | $133,975+135.2% | $62,881+401.2% |
| Participation rate | 77.3% | 83.4%-6.1pp | 87.1%-9.8pp | 69.3%+8.0pp |
| Annual return | 1.65% | 12.05%-10.4pp | 29.29%-27.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |