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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 | $56,092 | $177,156-68.3% | $147,027-61.8% | $154,746-63.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 4.78% | 21.94%-17.2pp | 20.23%-15.5pp | 172.34%-167.6pp |
| Employer contribution / active EE | $36,746 | $4,336+747.4% | $3,626+913.4% | $4,379+739.1% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9 | $14,904-99.9% | $12,223-99.9% | $14,365-99.9% |