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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33 | $289,147-100.0% | $398,943-100.0% | $289,147-100.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 68.8%+31.2pp | 80.8%+19.2pp |
| Annual return | 0.00% | 12.61%-12.6pp | 12.10%-12.1pp | 12.61%-12.6pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $17,661-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $1,610-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $1,706-100.0% | $23,026-100.0% |