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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 | $183,650 | $156,398+17.4% | $147,318+24.7% | $138,895+32.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.13% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $27,730 | $4,853+471.4% | $4,593+503.8% | $4,194+561.1% |
| Participant deferral / active EE | $35,150 | $8,237+326.7% | $7,906+344.6% | $6,396+449.5% |
| Admin fee / account holder | $4 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |