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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 | $156,224-100.0% | $142,829-100.0% | $352,355-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 82.1%-82.1pp | 89.9%-89.9pp |
| Annual return | -0.12% | -6.32%+6.2pp | -5.85%+5.7pp | 910.77%-910.9pp |
| Employer contribution / active EE | $0 | $8,602-100.0% | $6,094-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $0 | $3,875-100.0% | $4,555-100.0% | $6,422-100.0% |
| Admin fee / account holder | $0 | $126,653-100.0% | $85,473-100.0% | $32,261-100.0% |