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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 | $531,493-100.0% | $235,547-100.0% | $531,493-100.0% |
| Participation rate | 0.0% | 86.9%-86.9pp | 100.0%-100.0pp | 86.9%-86.9pp |
| Annual return | -11.86% | 9.82%-21.7pp | -11.83%0pp | 9.82%-21.7pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $54,328-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $322-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | $14,083-100.0% | $42,466-100.0% |