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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 | $3,605 | $53,128-93.2% | $86,582-95.8% | $70,126-94.9% |
| Participation rate | 98.7% | 65.3%+33.4pp | 73.5%+25.2pp | 69.5%+29.2pp |
| Annual return | 2.77% | 27.66%-24.9pp | 965.08%-962.3pp | 73.15%-70.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $157 | $3,584-95.6% | $4,904-96.8% | $4,645-96.6% |