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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 | $181,004-100.0% | $153,416-100.0% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 74.3%-74.3pp | - |
| Annual return | -100.00% | 7.93%-107.9pp | 17.84%-117.8pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $3,764-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,723-100.0% | - |
| Admin fee / account holder | $0 | $33,727-100.0% | $13,095-100.0% | - |