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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 | $428 | $99,345-99.6% | $84,753-99.5% | $273,972-99.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.47% | 22.93%-22.5pp | 22.78%-22.3pp | 41.46%-41.0pp |
| Employer contribution / active EE | $3,190 | $4,214-24.3% | $3,574-10.8% | $4,869-34.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4 | $6,645-99.9% | $5,333-99.9% | $10,133-100.0% |