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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.
Adverse opinion - the financial statements do not fairly present the plan's financial position.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,575 | $102,065-92.6% | $453,569-98.3% | $85,847-91.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 2.16% | 25.44%-23.3pp | 64.43%-62.3pp | 318.61%-316.4pp |
| Employer contribution / active EE | $0 | $2,852-100.0% | $4,072-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,717-100.0% | $11,214-100.0% | $6,261-100.0% |