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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 | $284,880-100.0% | $203,445-100.0% | $461,066-100.0% |
| Participation rate | 0.0% | 76.7%-76.7pp | 76.8%-76.8pp | 87.7%-87.7pp |
| Annual return | -3.81% | -8.16%+4.4pp | -5.67%+1.9pp | 484.84%-488.6pp |
| Employer contribution / active EE | $0 | $6,840-100.0% | $4,770-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $3,908-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $17,257-100.0% | $14,231-100.0% | $28,147-100.0% |