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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 | $28,466 | $81,763-65.2% | $58,561-51.4% | $139,466-79.6% |
| Participation rate | 95.5% | 61.3%+34.1pp | 50.9%+44.6pp | 80.3%+15.1pp |
| Annual return | -18.03% | 7427.77%-7445.8pp | 4251.33%-4269.4pp | 373.66%-391.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $57 | $3,273-98.3% | $2,520-97.8% | $11,409-99.5% |