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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 | $94,766-100.0% | $112,923-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 81.3%-81.3pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 7.19% | 40.96%-33.8pp | 34.13%-26.9pp | 373.84%-366.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,570-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,529-100.0% | $7,046-100.0% | $11,407-100.0% |