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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 | $549,947-100.0% | $177,848-100.0% | - |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.7%-87.7pp | - |
| Annual return | -33.09% | 10.27%-43.4pp | 48.33%-81.4pp | - |
| Employer contribution / active EE | $0 | $3,110-100.0% | $5,919-100.0% | - |
| Participant deferral / active EE | $0 | $4,796-100.0% | $7,714-100.0% | - |
| Admin fee / account holder | $0 | $57,220-100.0% | $12,431-100.0% | - |