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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 | $21,037 | $167,522-87.4% | $151,639-86.1% | $134,532-84.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.71% | 7.81%-30.5pp | 3.34%-26.0pp | 418.27%-441.0pp |
| Employer contribution / active EE | $5,067 | $6,828-25.8% | $6,165-17.8% | $4,741+6.9% |
| Participant deferral / active EE | $64,176 | $8,986+614.2% | $8,363+667.3% | $6,401+902.6% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |