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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 | $38,941 | $106,524-63.4% | $152,301-74.4% | $87,485-55.5% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.4%+14.8pp | 68.9%+28.4pp |
| Annual return | 11.02% | 26.89%-15.9pp | 80.50%-69.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $143 | $8,287-98.3% | $14,398-99.0% | $7,775-98.2% |