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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 | $151,161-100.0% | $97,161-100.0% | - |
| Participation rate | 0.0% | 67.4%-67.4pp | 72.7%-72.7pp | - |
| Annual return | -0.12% | 14.07%-14.2pp | 75.36%-75.5pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $2,723-100.0% | - |
| Participant deferral / active EE | $0 | $4,243-100.0% | $4,265-100.0% | - |
| Admin fee / account holder | $0 | $25,283-100.0% | $5,647-100.0% | - |