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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 | $18,113 | $165,361-89.0% | $149,715-87.9% | $158,950-88.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.03% | 348.24%-342.2pp | 276.66%-270.6pp | 302.91%-296.9pp |
| Employer contribution / active EE | $37,500 | $5,103+634.8% | $4,645+707.4% | $4,762+687.5% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,842+280.0% | $5,983+334.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |