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Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,171 | $157,296-78.3% | $141,191-75.8% | $152,897-77.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.82% | 64.34%-58.5pp | 71.41%-65.6pp | 345.43%-339.6pp |
| Employer contribution / active EE | $2,329 | $5,262-55.7% | $4,736-50.8% | $4,764-51.1% |
| Participant deferral / active EE | $2,329 | $7,111-67.2% | $6,710-65.3% | $5,851-60.2% |
| Admin fee / account holder | $4 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |