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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 | $316,187-100.0% | $269,529-100.0% | $461,066-100.0% |
| Participation rate | 0.0% | 86.6%-86.6pp | 82.8%-82.8pp | 87.7%-87.7pp |
| Annual return | -3.75% | -6.39%+2.6pp | -4.31%+0.6pp | 484.84%-488.6pp |
| Employer contribution / active EE | $0 | $10,349-100.0% | $8,701-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $5,160-100.0% | $4,900-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $16,501-100.0% | $15,286-100.0% | $28,147-100.0% |