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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 | $122,255 | $99,079+23.4% | $78,002+56.7% | $273,972-55.4% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.5%+20.1pp | 83.0%+12.6pp |
| Annual return | -4.78% | 217.93%-222.7pp | 425.99%-430.8pp | 41.46%-46.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $21 | $8,954-99.8% | $5,481-99.6% | $10,133-99.8% |