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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 | $8,821 | $206,359-95.7% | $123,553-92.9% | - |
| Participation rate | 0.0% | 72.1%-72.1pp | 82.3%-82.3pp | - |
| Annual return | -21.07% | -5.77%-15.3pp | 119.21%-140.3pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $4,628-100.0% | - |
| Participant deferral / active EE | $0 | $5,785-100.0% | $6,426-100.0% | - |
| Admin fee / account holder | $300 | $21,386-98.6% | $9,284-96.8% | - |