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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 | $27,110 | $123,793-78.1% | $177,848-84.8% | $79,856-66.1% |
| Participation rate | 91.5% | 84.7%+6.8pp | 87.7%+3.8pp | 69.6%+21.8pp |
| Annual return | -9.69% | 22.82%-32.5pp | 48.33%-58.0pp | 31.71%-41.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $35 | $7,243-99.5% | $12,431-99.7% | $5,306-99.3% |