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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 | $196,569-100.0% | $110,417-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 58.0%-58.0pp | 27.7%-27.7pp |
| Annual return | -0.06% | 0.70%-0.8pp | 4.13%-4.2pp | 15.59%-15.7pp |
| Employer contribution / active EE | $0 | $22,011-100.0% | $15,783-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $588-100.0% | $1,006-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $22,216-100.0% | $15,244-100.0% | $21,009-100.0% |