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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 | $8,955 | $176,105-94.9% | $159,474-94.4% | $167,536-94.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -41.40% | 331.91%-373.3pp | 263.68%-305.1pp | 478.82%-520.2pp |
| Employer contribution / active EE | $20,779 | $5,299+292.1% | $4,831+330.1% | $4,839+329.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $229 | $12,559-98.2% | $10,802-97.9% | $12,315-98.1% |