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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 | $233,029-100.0% | $173,703-100.0% | - |
| Participation rate | 0.0% | 65.5%-65.5pp | 75.9%-75.9pp | - |
| Annual return | 0.50% | 5.57%-5.1pp | 17.46%-17.0pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $4,288-100.0% | - |
| Participant deferral / active EE | $0 | $4,212-100.0% | $4,854-100.0% | - |
| Admin fee / account holder | $0 | $49,244-100.0% | $15,562-100.0% | - |