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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 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | -16.58% | -9.96%-6.6pp | -9.70%-6.9pp | -14.65%-1.9pp |
| Employer contribution / active EE | $0 | $60,293-100.0% | $44,610-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |