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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 | $680 | $145,884-99.5% | $19,253-96.5% | $145,884-99.5% |
| Participation rate | 0.0% | 80.3%-80.3pp | 100.0%-100.0pp | 80.3%-80.3pp |
| Annual return | 5.47% | 551.85%-546.4pp | 24.23%-18.8pp | 551.85%-546.4pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $21 | $13,392-99.8% | $376-94.3% | $13,392-99.8% |