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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 | $17,558 | $160,028-89.0% | $147,080-88.1% | $145,884-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.16% | 98.60%-96.4pp | 420.17%-418.0pp | 551.85%-549.7pp |
| Employer contribution / active EE | $3,600 | $5,286-31.9% | $4,933-27.0% | $4,662-22.8% |
| Participant deferral / active EE | $18,000 | $8,422+113.7% | $8,066+123.2% | $6,690+169.1% |
| Admin fee / account holder | $217 | $15,030-98.6% | $12,989-98.3% | $13,392-98.4% |