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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 | $29,388 | $149,446-80.3% | $256,809-88.6% | $94,015-68.7% |
| Participation rate | 89.7% | 85.3%+4.4pp | 88.5%+1.1pp | 70.8%+18.8pp |
| Annual return | 2.78% | 17.55%-14.8pp | 32.73%-29.9pp | 17.84%-15.1pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $71 | $24,035-99.7% | $25,146-99.7% | $8,951-99.2% |