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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,419 | $108,695-63.7% | $74,722-47.2% | $152,897-74.2% |
| Participation rate | 91.3% | 65.4%+26.0pp | 54.5%+36.8pp | 82.5%+8.9pp |
| Annual return | -38.98% | 114.11%-153.1pp | 753.11%-792.1pp | 345.43%-384.4pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20 | $4,906-99.6% | $3,335-99.4% | $11,599-99.8% |