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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 | $106,974-99.8% | $90,796-99.7% | $138,895-99.8% |
| Participation rate | 0.0% | 74.9%-74.9pp | 69.5%-69.5pp | 79.9%-79.9pp |
| Annual return | -0.43% | 20.10%-20.5pp | 19.29%-19.7pp | 145.39%-145.8pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $96 | $8,626-98.9% | $7,024-98.6% | $12,562-99.2% |