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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 | $1,379 | $96,956-98.6% | $69,779-98.0% | $273,972-99.5% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.8%-71.8pp | 83.0%-83.0pp |
| Annual return | -0.82% | 12.93%-13.8pp | 12.99%-13.8pp | 41.46%-42.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12 | $7,934-99.9% | $4,381-99.7% | $10,133-99.9% |