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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 | $11,807 | $51,207-76.9% | $70,565-83.3% | $75,177-84.3% |
| Participation rate | 86.8% | 61.0%+25.9pp | 68.4%+18.5pp | 67.2%+19.6pp |
| Annual return | 3.33% | 30.05%-26.7pp | 32.79%-29.5pp | 160.75%-157.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $119 | $4,097-97.1% | $6,430-98.1% | $5,651-97.9% |