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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 | $20,297 | $87,225-76.7% | $158,226-87.2% | $94,015-78.4% |
| Participation rate | 90.3% | 67.9%+22.3pp | 74.8%+15.4pp | 70.8%+19.5pp |
| Annual return | 8.17% | 16.34%-8.2pp | 501.41%-493.2pp | 17.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $258 | $7,888-96.7% | $10,217-97.5% | $8,951-97.1% |