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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 | $337,745-100.0% | $337,745-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 53.6%-53.6pp | 44.1%-44.1pp | 55.8%-55.8pp |
| Annual return | 0.13% | 9.53%-9.4pp | 9.57%-9.4pp | 24.44%-24.3pp |
| Employer contribution / active EE | $0 | $44,170-100.0% | $39,758-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $352,588-100.0% | $352,588-100.0% | $22,013-100.0% |