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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 | $1,333 | $105,929-98.7% | $81,716-98.4% | $158,966-99.2% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.0%-72.0pp | 82.0%-82.0pp |
| Annual return | -0.86% | 38.19%-39.0pp | 29.49%-30.4pp | 302.95%-303.8pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12 | $8,492-99.9% | $5,159-99.8% | $11,250-99.9% |