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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 | $17,169 | $61,787-72.2% | $97,197-82.3% | $80,925-78.8% |
| Participation rate | 93.7% | 63.5%+30.2pp | 72.7%+21.0pp | 67.7%+26.0pp |
| Annual return | 5.55% | -558.16%+563.7pp | 75.47%-69.9pp | 35.65%-30.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $227 | $5,170-95.6% | $5,637-96.0% | $6,940-96.7% |