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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 | $76,371-100.0% | $93,621-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 75.8%-75.8pp | 69.5%-69.5pp |
| Annual return | -98.49% | 25.82%-124.3pp | 32.76%-131.3pp | 81.02%-179.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |