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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 | $3,566 | $106,280-96.6% | $96,538-96.3% | $139,487-97.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.10% | 38.48%-34.4pp | 35.74%-31.6pp | 373.84%-369.7pp |
| Employer contribution / active EE | $3,107 | $4,107-24.3% | $3,740-16.9% | $4,755-34.7% |
| Participant deferral / active EE | $2,629 | $5,457-51.8% | $4,880-46.1% | $6,713-60.8% |
| Admin fee / account holder | $227 | $7,888-97.1% | $6,737-96.6% | $11,407-98.0% |