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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 | $6,905 | $124,980-94.5% | $108,359-93.6% | $154,746-95.5% |
| Participation rate | 70.0% | 75.2%-5.2pp | 70.1%-0.1pp | 80.7%-10.7pp |
| Annual return | 5.55% | 45.00%-39.4pp | 36.89%-31.3pp | 172.34%-166.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $197 | $11,502-98.3% | $9,741-98.0% | $14,365-98.6% |