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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $748,074-100.0% | $676,505-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 71.4%-71.4pp | 85.0%-85.0pp |
| Annual return | 1.85% | 6.06%-4.2pp | 7.76%-5.9pp | 11.61%-9.8pp |
| Employer contribution / active EE | $0 | $13,604-100.0% | $12,651-100.0% | $22,247-100.0% |
| Participant deferral / active EE | $0 | $2,901-100.0% | $2,707-100.0% | $7,004-100.0% |
| Admin fee / account holder | $0 | $17,199-100.0% | $15,480-100.0% | $31,890-100.0% |