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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 | $1,869 | $45,211-95.9% | $56,429-96.7% | $70,124-97.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 6.44% | 38.45%-32.0pp | 19.04%-12.6pp | 73.14%-66.7pp |
| Employer contribution / active EE | $0 | $2,737-100.0% | $3,405-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,735-100.0% | $3,951-100.0% | $3,332-100.0% |
| Admin fee / account holder | $227 | $3,027-92.5% | $4,466-94.9% | $4,645-95.1% |