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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 | $2,546 | $275,752-99.1% | $256,809-99.0% | $198,609-98.7% |
| Participation rate | 0.0% | 89.2%-89.2pp | 88.5%-88.5pp | 82.4%-82.4pp |
| Annual return | -19.01% | 34.81%-53.8pp | 32.73%-51.7pp | 202.70%-221.7pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $81 | $25,716-99.7% | $25,146-99.7% | $19,030-99.6% |