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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $415,031-100.0% | $111,575-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | - |
| Annual return | -7.81% | 15.23%-23.0pp | 18.87%-26.7pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $19,828-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $262-100.0% | - |