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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 | $305,846-100.0% | - | $305,846-100.0% |
| Participation rate | 0.0% | 78.7%-78.7pp | - | 78.7%-78.7pp |
| Annual return | -80.00% | 15.13%-95.1pp | -80.00%0pp | 15.13%-95.1pp |
| Employer contribution / active EE | $0 | $13,736-100.0% | - | $13,736-100.0% |
| Participant deferral / active EE | $0 | $7,119-100.0% | - | $7,119-100.0% |
| Admin fee / account holder | $0 | $37,539-100.0% | - | $37,539-100.0% |