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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 | $0 | $76,401-100.0% | $106,387-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 73.5%-73.5pp | 77.5%-77.5pp | 69.6%-69.6pp |
| Annual return | -9.17% | -2.19%-7.0pp | 0.25%-9.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $7,510-100.0% | $4,887-100.0% |