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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 | $84,265 | $58,493+44.1% | $84,023+0.3% | $72,976+15.5% |
| Participation rate | 92.5% | 61.2%+31.3pp | 69.0%+23.5pp | 69.5%+23.0pp |
| Annual return | 3.96% | 28.93%-25.0pp | 71.32%-67.4pp | 81.02%-77.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $228 | $4,569-95.0% | $6,102-96.3% | $5,124-95.5% |