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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 | $45,056 | $176,105-74.4% | $159,474-71.7% | $167,536-73.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -37.12% | 331.91%-369.0pp | 263.68%-300.8pp | 478.82%-515.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,700 | $7,751+25.1% | $7,353+31.9% | $6,342+52.9% |
| Admin fee / account holder | $1 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |