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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 | $51,836 | $202,342-74.4% | $172,753-70.0% | $152,909-66.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.53% | 1029.88%-1023.3pp | 803.00%-796.5pp | 345.46%-338.9pp |
| Employer contribution / active EE | $9,913 | $5,857+69.2% | $5,144+92.7% | $4,764+108.1% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.6% | $5,851+224.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |