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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 | $61,125-100.0% | $94,057-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 73.3%-73.3pp | 68.9%-68.9pp |
| Annual return | -97.14% | 35.20%-132.3pp | 480.62%-577.8pp | 26.06%-123.2pp |
| Employer contribution / active EE | $2,105 | $2,136-1.5% | $2,933-28.2% | $2,596-18.9% |
| Participant deferral / active EE | $3,439 | $3,260+5.5% | $4,709-27.0% | $4,274-19.5% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |