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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,632-100.0% | $70,455-100.0% | $158,931-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | -99.13% | 208.48%-307.6pp | 109.06%-208.2pp | 302.86%-402.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,247-100.0% |