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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 | $74 | $181,004-100.0% | $125,529-99.9% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 74.7%-74.7pp | - |
| Annual return | 3.08% | 7.93%-4.9pp | 202.56%-199.5pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $3,058-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,813-100.0% | - |
| Admin fee / account holder | $60 | $33,727-99.8% | $16,298-99.6% | - |