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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 | $6,694 | $104,251-93.6% | $91,004-92.6% | $147,586-95.5% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.6%-75.6pp | 82.8%-82.8pp |
| Annual return | -0.95% | 27.06%-28.0pp | 4.60%-5.5pp | 578.59%-579.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $108 | $8,948-98.8% | $5,417-98.0% | $10,886-99.0% |