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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 | $47,144 | $156,398-69.9% | $147,318-68.0% | $138,895-66.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.57% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $12,088 | $4,853+149.1% | $4,593+163.2% | $4,194+188.2% |
| Participant deferral / active EE | $8,597 | $8,237+4.4% | $7,906+8.7% | $6,396+34.4% |
| Admin fee / account holder | $206 | $14,976-98.6% | $13,708-98.5% | $12,562-98.4% |