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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 | $64,920-100.0% | $103,693-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 63.6%-63.6pp | 72.6%-72.6pp | 69.5%-69.5pp |
| Annual return | -97.14% | 30.29%-127.4pp | 47.61%-144.7pp | 25.83%-123.0pp |
| Employer contribution / active EE | $2,105 | $2,141-1.7% | $2,920-27.9% | $2,584-18.5% |
| Participant deferral / active EE | $3,439 | $3,241+6.1% | $4,579-24.9% | $4,194-18.0% |
| Admin fee / account holder | $0 | $6,191-100.0% | $7,858-100.0% | $7,856-100.0% |