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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 | $222,458-100.0% | - | $222,458-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | - | 48.7%-48.7pp |
| Annual return | -6.33% | -2.16%-4.2pp | -6.77%+0.4pp | -2.16%-4.2pp |
| Employer contribution / active EE | $0 | $42,949-100.0% | $30,382-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $153-100.0% | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $12,572-100.0% | - | $12,572-100.0% |