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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 | $5,656 | $106,974-94.7% | $90,796-93.8% | $138,895-95.9% |
| Participation rate | 91.7% | 74.9%+16.8pp | 69.5%+22.2pp | 79.9%+11.7pp |
| Annual return | 8.51% | 20.10%-11.6pp | 19.29%-10.8pp | 145.39%-136.9pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $270 | $8,626-96.9% | $7,024-96.2% | $12,562-97.8% |