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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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 25.0%-25.0pp | 11.2%-11.2pp |
| Annual return | 3.38% | 9.01%-5.6pp | 9.70%-6.3pp | 9.01%-5.6pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $26,706-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $0 | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |