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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 | $163,361 | $174,379-6.3% | $152,093+7.4% | $138,895+17.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 3.97% | 74.86%-70.9pp | 66.36%-62.4pp | 145.39%-141.4pp |
| Employer contribution / active EE | $51,821 | $4,652+1014.0% | $4,175+1141.3% | $4,194+1135.5% |
| Participant deferral / active EE | $32,336 | $6,159+425.0% | $5,451+493.2% | $6,396+405.5% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |