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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 | $175,036-100.0% | $115,768-99.9% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 74.4%-74.4pp | - |
| Annual return | 3.08% | 15.04%-12.0pp | 100.46%-97.4pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,940-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $4,917-100.0% | - |
| Admin fee / account holder | $60 | $23,923-99.7% | $12,439-99.5% | - |