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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 | $4,674 | $147,586-96.8% | $4,6740% | $147,586-96.8% |
| Participation rate | 0.0% | 82.8%-82.8pp | - | 82.8%-82.8pp |
| Annual return | -10.68% | 578.59%-589.3pp | -10.68%0pp | 578.59%-589.3pp |
| Employer contribution / active EE | $0 | $4,876-100.0% | - | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,439-100.0% | - | $5,439-100.0% |
| Admin fee / account holder | $254 | $10,886-97.7% | $2540% | $10,886-97.7% |