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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 | $915 | $84,551-98.9% | $61,452-98.5% | $134,532-99.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -43.84% | 585.39%-629.2pp | 338.96%-382.8pp | 418.27%-462.1pp |
| Employer contribution / active EE | $387 | $1,545-75.0% | $1,160-66.7% | $4,741-91.8% |
| Participant deferral / active EE | $3,568 | $2,818+26.6% | $2,125+67.9% | $6,401-44.3% |
| Admin fee / account holder | $173 | $2,587-93.3% | $2,131-91.9% | $11,429-98.5% |