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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 | $20,297 | $63,703-68.1% | $93,063-78.2% | $82,448-75.4% |
| Participation rate | 90.3% | 63.8%+26.4pp | 72.1%+18.2pp | 68.1%+22.2pp |
| Annual return | 8.17% | -775.43%+783.6pp | 34.15%-26.0pp | 41.64%-33.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $258 | $5,982-95.7% | $6,033-95.7% | $7,234-96.4% |