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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 | $0 | $70,983-100.0% | $78,778-100.0% | - |
| Participation rate | 0.0% | 57.2%-57.2pp | 69.2%-69.2pp | - |
| Annual return | 1.20% | 9.28%-8.1pp | 35.62%-34.4pp | - |
| Employer contribution / active EE | $0 | $665-100.0% | $1,986-100.0% | - |
| Participant deferral / active EE | $0 | $2,053-100.0% | $2,958-100.0% | - |
| Admin fee / account holder | $0 | $4,432-100.0% | $5,134-100.0% | - |