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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 | $1,954 | $95,406-98.0% | $185,849-98.9% | $85,847-97.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.35% | 23.59%-12.2pp | 122.10%-110.7pp | 318.61%-307.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $21 | $7,214-99.7% | $16,244-99.9% | $6,261-99.7% |