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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 | $9,402 | $125,797-92.5% | $170,028-94.5% | $75,181-87.5% |
| Participation rate | 98.2% | 83.6%+14.6pp | 87.0%+11.2pp | 67.2%+31.0pp |
| Annual return | -20.66% | 27.20%-47.9pp | 53.39%-74.1pp | 160.69%-181.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $35 | $8,177-99.6% | $12,820-99.7% | $5,650-99.4% |