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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $77,905-100.0% | $149,682-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | -100.00% | 31.72%-131.7pp | 134.35%-234.4pp | 160.65%-260.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,681-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $13,210-100.0% | $5,651-100.0% |