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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 | $11,616 | $117,433-90.1% | $99,475-88.3% | $152,897-92.4% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.5%+5.0pp |
| Annual return | 2.27% | 31.87%-29.6pp | 30.72%-28.4pp | 345.43%-343.2pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $187 | $7,634-97.6% | $6,252-97.0% | $11,599-98.4% |