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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 | $2,049 | $60,349-96.6% | $74,184-97.2% | $62,881-96.7% |
| Participation rate | 73.3% | 72.7%+0.6pp | 76.6%-3.3pp | 69.3%+4.0pp |
| Annual return | -23.82% | 21.38%-45.2pp | 17.74%-41.6pp | 20.14%-44.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $70 | $4,261-98.4% | $5,586-98.7% | $4,296-98.4% |