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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $474,542-100.0% | $43,903-100.0% | $474,542-100.0% |
| Participation rate | 0.0% | 87.2%-87.2pp | 100.0%-100.0pp | 87.2%-87.2pp |
| Annual return | -0.31% | 7.51%-7.8pp | 14.41%-14.7pp | 7.51%-7.8pp |
| Employer contribution / active EE | $0 | $27,752-100.0% | $7,648-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $0 | $6,403-100.0% | $3,851-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,133-100.0% | $2,867-100.0% | $6,133-100.0% |