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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 | $158,393-100.0% | $143,412-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 79.7%-79.7pp | 78.5%-78.5pp | 80.8%-80.8pp |
| Annual return | -2.22% | 324.22%-326.4pp | 256.99%-259.2pp | 148.84%-151.1pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $7,193-100.0% | $6,816-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,964-100.0% | $11,396-100.0% | $14,480-100.0% |