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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 | $16,025 | $52,678-69.6% | $75,784-78.9% | $59,633-73.1% |
| Participation rate | 93.8% | 67.2%+26.5pp | 75.8%+17.9pp | 68.7%+25.1pp |
| Annual return | -34.64% | 2.95%-37.6pp | 9.68%-44.3pp | 2041.40%-2076.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $207 | $3,610-94.3% | $5,300-96.1% | $4,297-95.2% |