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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 | $73,107-72.2% | $114,563-82.3% | $87,485-76.8% |
| Participation rate | 90.3% | 65.8%+24.5pp | 72.9%+17.4pp | 68.9%+21.3pp |
| Annual return | 8.17% | 19.47%-11.3pp | 241.09%-232.9pp | 26.06%-17.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $258 | $5,770-95.5% | $7,623-96.6% | $7,775-96.7% |