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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 | $8,153 | $69,274-88.2% | $64,097-87.3% | $139,487-94.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -2.45% | 46.00%-48.5pp | 33.75%-36.2pp | 373.84%-376.3pp |
| Employer contribution / active EE | $2,800 | $3,187-12.1% | $2,750+1.8% | $4,755-41.1% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $101 | $4,247-97.6% | $3,070-96.7% | $11,407-99.1% |