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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 | $244 | $99,380-99.8% | $90,312-99.7% | $155,188-99.8% |
| Participation rate | 0.0% | 77.3%-77.3pp | 72.9%-72.9pp | 80.8%-80.8pp |
| Annual return | -0.43% | 19.35%-19.8pp | 18.90%-19.3pp | 148.84%-149.3pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $96 | $9,766-99.0% | $8,248-98.8% | $14,480-99.3% |