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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 | $427,750-100.0% | $416,308-100.0% | $484,799-100.0% |
| Participation rate | 100.0% | 94.2%+5.8pp | 93.1%+6.9pp | 91.1%+8.9pp |
| Annual return | -100.00% | 8.17%-108.2pp | 8.83%-108.8pp | 5.95%-105.9pp |
| Employer contribution / active EE | $0 | $24,272-100.0% | $24,478-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $13,509-100.0% | $13,255-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $15,117-100.0% | $14,896-100.0% | $18,209-100.0% |