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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 | $42,084 | $111,814-62.4% | $93,654-55.1% | $145,959-71.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 4.92% | 203.30%-198.4pp | 133.34%-128.4pp | 561.95%-557.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $241 | $10,246-97.6% | $8,282-97.1% | $13,398-98.2% |