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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 | $102,609-100.0% | $98,090-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 0.29% | 36.44%-36.1pp | 37.05%-36.8pp | 145.39%-145.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |