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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 | $2,678 | $97,078-97.2% | $103,065-97.4% | $145,897-98.2% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.6%-80.6pp | 80.3%-80.3pp |
| Annual return | 8.11% | 25.49%-17.4pp | 23.95%-15.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9 | $12,505-99.9% | $9,349-99.9% | $13,390-99.9% |