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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 | $185,908-100.0% | $146,866-100.0% | - |
| Participation rate | 0.0% | 70.0%-70.0pp | 82.5%-82.5pp | - |
| Annual return | -11.52% | 8.07%-19.6pp | 102.85%-114.4pp | - |
| Employer contribution / active EE | $0 | $3,749-100.0% | $4,425-100.0% | - |
| Participant deferral / active EE | $0 | $6,765-100.0% | $7,759-100.0% | - |
| Admin fee / account holder | $0 | $12,909-100.0% | $13,620-100.0% | - |