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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 | $36,237 | $69,248-47.7% | $64,101-43.5% | $139,466-74.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -18.85% | 45.95%-64.8pp | 33.72%-52.6pp | 373.66%-392.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,800 | $4,682-61.6% | $3,881-53.6% | $6,712-73.2% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |