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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 | $52,931 | $227,633-76.7% | $189,597-72.1% | $167,553-68.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -0.85% | 78.45%-79.3pp | 64.20%-65.0pp | 478.89%-479.7pp |
| Employer contribution / active EE | $37,307 | $5,317+601.7% | $4,412+745.5% | $4,840+670.9% |
| Participant deferral / active EE | $55,028 | $7,003+685.8% | $6,174+791.3% | $6,343+767.6% |
| Admin fee / account holder | $59 | $11,879-99.5% | $9,807-99.4% | $12,316-99.5% |