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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 | $755,339-100.0% | $379,746-100.0% | $158,988-100.0% |
| Participation rate | 0.0% | 81.8%-81.8pp | 78.4%-78.4pp | 82.0%-82.0pp |
| Annual return | -93.31% | 53.41%-146.7pp | 34.90%-128.2pp | 303.00%-396.3pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,252-100.0% |