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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 | $0 | $148,651-100.0% | $135,998-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 8.43% | 79.36%-70.9pp | 68.37%-59.9pp | 373.99%-365.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,860-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,761-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $12,409-100.0% | $10,769-100.0% | $11,410-100.0% |