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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 | $11,921 | $87,733-86.4% | $106,555-88.8% | $85,847-86.1% |
| Participation rate | 92.0% | 71.9%+20.1pp | 76.1%+15.9pp | 69.3%+22.7pp |
| Annual return | -0.01% | 21.86%-21.9pp | 26.80%-26.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $116 | $6,767-98.3% | $7,408-98.4% | $6,261-98.2% |