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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 | $355,607-100.0% | $323,456-100.0% | $554,306-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 77.8%-77.8pp | 84.6%-84.6pp |
| Annual return | 1.36% | 14.31%-12.9pp | 13.47%-12.1pp | 10.47%-9.1pp |
| Employer contribution / active EE | $0 | $30,129-100.0% | $29,776-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $8,255-100.0% | $7,386-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $8,428-100.0% | $10,251-100.0% | $49,540-100.0% |