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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 | $5,644 | $202,342-97.2% | $172,753-96.7% | $152,909-96.3% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.5%+4.5pp |
| Annual return | 4.29% | 1029.88%-1025.6pp | 803.00%-798.7pp | 345.46%-341.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |