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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 | $1,627 | $152,460-98.9% | $118,746-98.6% | $147,586-98.9% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.3%-78.3pp | 82.8%-82.8pp |
| Annual return | 7.10% | 17.41%-10.3pp | 24.54%-17.4pp | 578.59%-571.5pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32 | $16,953-99.8% | $10,720-99.7% | $10,886-99.7% |