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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 | $146,215-100.0% | $100,712-100.0% | - |
| Participation rate | 0.0% | 58.8%-58.8pp | 69.3%-69.3pp | - |
| Annual return | -10.64% | 10.61%-21.3pp | 33.27%-43.9pp | - |
| Employer contribution / active EE | $0 | $865-100.0% | $2,313-100.0% | - |
| Participant deferral / active EE | $0 | $3,311-100.0% | $4,085-100.0% | - |
| Admin fee / account holder | $0 | $5,795-100.0% | $9,256-100.0% | - |