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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 | $74,039 | $176,120-58.0% | $159,487-53.6% | $167,553-55.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.13% | 331.95%-330.8pp | 263.71%-262.6pp | 478.89%-477.8pp |
| Employer contribution / active EE | $10,953 | $5,299+106.7% | $4,831+126.7% | $4,840+126.3% |
| Participant deferral / active EE | $26,000 | $7,752+235.4% | $7,354+253.6% | $6,343+309.9% |
| Admin fee / account holder | $205 | $12,561-98.4% | $10,804-98.1% | $12,316-98.3% |