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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 | $159,934-89.0% | $147,005-88.1% | $145,959-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.16% | 98.24%-96.1pp | 418.76%-416.6pp | 561.95%-559.8pp |
| Employer contribution / active EE | $3,600 | $5,287-31.9% | $4,934-27.0% | $4,661-22.8% |
| Participant deferral / active EE | $18,000 | $8,427+113.6% | $8,070+123.1% | $6,689+169.1% |
| Admin fee / account holder | $217 | $15,053-98.6% | $13,006-98.3% | $13,398-98.4% |