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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 | $163,975-100.0% | $22,885-100.0% | $163,975-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | - | 85.7%-85.7pp |
| Annual return | -0.85% | 6.63%-7.5pp | 7.68%-8.5pp | 6.63%-7.5pp |
| Employer contribution / active EE | $0 | $18,674-100.0% | $14,873-100.0% | $18,674-100.0% |
| Participant deferral / active EE | $0 | $9,864-100.0% | - | $9,864-100.0% |
| Admin fee / account holder | $0 | $2,574-100.0% | $2,111-100.0% | $2,574-100.0% |