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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 | $1,594 | $91,019-98.2% | $392,568-99.6% | $72,976-97.8% |
| Participation rate | 76.0% | 74.4%+1.6pp | 78.1%-2.1pp | 69.5%+6.5pp |
| Annual return | 11.67% | 20.00%-8.3pp | 24.42%-12.8pp | 81.02%-69.3pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $14 | $4,895-99.7% | $6,260-99.8% | $5,124-99.7% |