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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 | $263,825-100.0% | $514,175-100.0% | $263,825-100.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 68.6%+31.4pp | 78.8%+21.2pp |
| Annual return | 0.00% | 13.08%-13.1pp | 12.66%-12.7pp | 13.08%-13.1pp |
| Employer contribution / active EE | $0 | $11,436-100.0% | $19,058-100.0% | $11,436-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $1,030-100.0% | $5,893-100.0% |
| Admin fee / account holder | $0 | $32,179-100.0% | $1,353-100.0% | $32,179-100.0% |