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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 | $61,830 | $148,623-58.4% | $135,974-54.5% | $139,466-55.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.97% | 79.30%-68.3pp | 68.30%-57.3pp | 373.66%-362.7pp |
| Employer contribution / active EE | $9,870 | $5,246+88.1% | $4,859+103.1% | $4,754+107.6% |
| Participant deferral / active EE | $14,239 | $8,103+75.7% | $7,760+83.5% | $6,712+112.1% |
| Admin fee / account holder | $5 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |