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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 | $735,639-100.0% | $659,271-100.0% | $531,493-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 71.0%-71.0pp | 86.9%-86.9pp |
| Annual return | -43.27% | 16.41%-59.7pp | 13.60%-56.9pp | 9.82%-53.1pp |
| Employer contribution / active EE | $0 | $20,095-100.0% | $18,914-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $3,490-100.0% | $3,574-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $94,925-100.0% | $82,290-100.0% | $42,466-100.0% |