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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 | $445,290-100.0% | $445,290-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 46.7%-46.7pp | 31.8%-31.8pp | 47.3%-47.3pp |
| Annual return | 2.84% | 10.97%-8.1pp | 11.97%-9.1pp | 12.16%-9.3pp |
| Employer contribution / active EE | $0 | $40,487-100.0% | $37,298-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $23-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,503-100.0% | $1,503-100.0% | $17,640-100.0% |