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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 | $0 | $175,036-100.0% | $68,948-100.0% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 79.2%-79.2pp | - |
| Annual return | 0.88% | 15.04%-14.2pp | 28.39%-27.5pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $4,165-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $6,186-100.0% | - |
| Admin fee / account holder | $0 | $23,923-100.0% | $7,539-100.0% | - |