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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 | $669,896-100.0% | $266,689-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 90.5%-90.5pp | 100.0%-100.0pp | 90.5%-90.5pp |
| Annual return | -0.21% | 11.25%-11.5pp | 6.90%-7.1pp | 11.25%-11.5pp |
| Employer contribution / active EE | $0 | $23,407-100.0% | $3,758-100.0% | $23,407-100.0% |
| Participant deferral / active EE | $0 | $8,339-100.0% | $10,088-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $52,310-100.0% | $8,005-100.0% | $52,310-100.0% |