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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 | $16,646 | $114,119-85.4% | $107,187-84.5% | $138,895-88.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 79.9%+14.2pp |
| Annual return | 3.67% | 273.21%-269.5pp | 204.55%-200.9pp | 145.39%-141.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $56 | $10,024-99.4% | $9,162-99.4% | $12,562-99.6% |