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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 | $134,001-100.0% | $112,258-100.0% | $134,509-100.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -100.34% | 47.15%-147.5pp | 27.47%-127.8pp | 418.13%-518.5pp |
| Employer contribution / active EE | $3,856 | $4,039-4.6% | $3,636+6.0% | $4,741-18.7% |
| Participant deferral / active EE | $6,623 | $5,291+25.2% | $4,728+40.1% | $6,400+3.5% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |