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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 | $319 | $104,106-99.7% | $71,086-99.6% | $135,379-99.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -45.83% | 1256.30%-1302.1pp | 650.59%-696.4pp | 519.79%-565.6pp |
| Employer contribution / active EE | $1,395 | $1,485-6.1% | $1,088+28.3% | $4,779-70.8% |
| Participant deferral / active EE | $2,790 | $2,527+10.4% | $1,874+48.9% | $5,609-50.3% |
| Admin fee / account holder | $3 | $4,142-99.9% | $3,082-99.9% | $10,828-100.0% |