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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 | $288,797-100.0% | $239,577-100.0% | $382,429-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 82.1%-82.1pp | 87.7%-87.7pp |
| Annual return | -3.75% | -3.30%-0.5pp | -0.70%-3.0pp | 248.85%-252.6pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $18,649-100.0% | $19,315-100.0% | $30,732-100.0% |