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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 | $165 | $50,082-99.7% | $93,419-99.8% | $79,852-99.8% |
| Participation rate | 96.0% | 60.9%+35.1pp | 66.8%+29.2pp | 69.6%+26.4pp |
| Annual return | -3.29% | 24.59%-27.9pp | 78.05%-81.3pp | 31.72%-35.0pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,126-100.0% | $3,740-100.0% |
| Admin fee / account holder | $160 | $3,454-95.4% | $5,230-96.9% | $5,306-97.0% |