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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 | $121,656-100.0% | $104,614-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 74.1%-74.1pp | 82.0%-82.0pp |
| Annual return | -8.73% | 465.51%-474.2pp | 340.56%-349.3pp | 302.91%-311.6pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |