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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 | $32,330 | $92,684-65.1% | $82,706-60.9% | $134,509-76.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.41% | 945.84%-967.3pp | 701.76%-723.2pp | 418.13%-439.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,383 | $4,800+158.0% | $4,394+181.9% | $6,400+93.5% |
| Admin fee / account holder | $19 | $5,982-99.7% | $5,329-99.7% | $11,427-99.8% |