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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 | $162,152-100.0% | $162,152-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 34.1%-34.1pp |
| Annual return | -1.09% | 18.44%-19.5pp | 17.66%-18.7pp | 13.02%-14.1pp |
| Employer contribution / active EE | $0 | $39,644-100.0% | $35,365-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $284-100.0% | $276-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $39,117-100.0% |