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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 | $60,243-100.0% | $86,656-100.0% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 71.7%-71.7pp | - |
| Annual return | 9.71% | 59.27%-49.6pp | 593.09%-583.4pp | - |
| Employer contribution / active EE | $0 | $2,261-100.0% | $3,025-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,439-100.0% | - |
| Admin fee / account holder | $0 | $4,652-100.0% | $5,619-100.0% | - |