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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 | $243,530-100.0% | $609,303-100.0% | $243,530-100.0% |
| Participation rate | 0.0% | 93.6%-93.6pp | 100.0%-100.0pp | 93.6%-93.6pp |
| Annual return | -10.84% | 7.91%-18.8pp | 12.39%-23.2pp | 7.91%-18.8pp |
| Employer contribution / active EE | $0 | $20,023-100.0% | $2,536-100.0% | $20,023-100.0% |
| Participant deferral / active EE | $0 | $11,300-100.0% | $6,666-100.0% | $11,300-100.0% |
| Admin fee / account holder | $0 | $64,087-100.0% | $2,007-100.0% | $64,087-100.0% |