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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 | $2,154 | $49,255-95.6% | $70,494-96.9% | $79,856-97.3% |
| Participation rate | 92.7% | 69.2%+23.5pp | 75.1%+17.6pp | 69.6%+23.0pp |
| Annual return | -2.01% | 30.10%-32.1pp | 109.16%-111.2pp | 31.71%-33.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $153 | $2,879-94.7% | $3,848-96.0% | $5,306-97.1% |