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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 | $185,199-100.0% | $142,874-100.0% | $167,518-100.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | -101.16% | 8556.90%-8658.1pp | 5638.58%-5739.7pp | 478.71%-579.9pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,157 | $4,495-74.3% | $3,838-69.9% | $6,342-81.8% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |