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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 | $19,612 | $75,832-74.1% | $147,618-86.7% | $59,633-67.1% |
| Participation rate | 96.9% | 71.6%+25.3pp | 84.6%+12.3pp | 68.7%+28.2pp |
| Annual return | -8.60% | 0.37%-9.0pp | 61.98%-70.6pp | 2041.40%-2050.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $23 | $5,986-99.6% | $11,612-99.8% | $4,297-99.5% |