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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 | $33,517 | $106,247-68.5% | $96,515-65.3% | $139,466-76.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.04% | 38.47%-30.4pp | 35.73%-27.7pp | 373.66%-365.6pp |
| Employer contribution / active EE | $2,274 | $4,106-44.6% | $3,740-39.2% | $4,754-52.2% |
| Participant deferral / active EE | $5,679 | $5,456+4.1% | $4,880+16.4% | $6,712-15.4% |
| Admin fee / account holder | $185 | $7,885-97.6% | $6,735-97.2% | $11,409-98.4% |