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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 | $538,095-100.0% | $477,111-100.0% | $382,429-100.0% |
| Participation rate | 0.0% | 90.5%-90.5pp | 88.9%-88.9pp | 87.7%-87.7pp |
| Annual return | -3.13% | 104.06%-107.2pp | 101.90%-105.0pp | 248.85%-252.0pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $8,708-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $7,856-100.0% | $7,539-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $48,739-100.0% | $42,132-100.0% | $30,732-100.0% |