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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 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 34.1%-34.1pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | -0.17% | 13.02%-13.2pp | -1.26%+1.1pp | 13.02%-13.2pp |
| Employer contribution / active EE | $0 | $34,257-100.0% | $13,375-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |