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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 | $89,481-100.0% | $89,481-100.0% | $483,350-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 83.3%-83.3pp | 89.0%-89.0pp |
| Annual return | -100.00% | -29.81%-70.2pp | -29.81%-70.2pp | 533.38%-633.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $669-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $1,060-100.0% | $1,060-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $1,676-100.0% | $1,676-100.0% | $41,445-100.0% |