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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 | $484,799-100.0% | $260,922-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 91.1%-91.1pp | 100.0%-100.0pp | 91.1%-91.1pp |
| Annual return | -61.85% | 5.95%-67.8pp | 1.45%-63.3pp | 5.95%-67.8pp |
| Employer contribution / active EE | $0 | $27,493-100.0% | $51,776-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $4,800-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $18,209-100.0% | $2,527-100.0% | $18,209-100.0% |