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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 | $554,306-100.0% | $266,369-100.0% | $554,306-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 100.0%-100.0pp | 84.6%-84.6pp |
| Annual return | -3.48% | 10.47%-14.0pp | 56.49%-60.0pp | 10.47%-14.0pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $36,882-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | $365-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $49,540-100.0% | $216-100.0% | $49,540-100.0% |