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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 | $83,337-100.0% | $67,834-100.0% | $273,972-100.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -85.07% | 259.45%-344.5pp | 138.47%-223.5pp | 41.46%-126.5pp |
| Employer contribution / active EE | $963 | $3,287-70.7% | $2,403-59.9% | $4,869-80.2% |
| Participant deferral / active EE | $3,397 | $4,088-16.9% | $3,160+7.5% | $5,287-35.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |