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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 | $567,117-100.0% | $499,661-100.0% | $428,746-100.0% |
| Participation rate | 0.0% | 90.0%-90.0pp | 87.9%-87.9pp | 88.2%-88.2pp |
| Annual return | -100.00% | 150.27%-250.3pp | 147.38%-247.4pp | 331.92%-431.9pp |
| Employer contribution / active EE | $0 | $9,533-100.0% | $8,771-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,733-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $60,240-100.0% | $51,240-100.0% | $31,735-100.0% |