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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 | $161,352-65.2% | $134,172-58.2% | $137,256-59.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 4.78% | 28.72%-23.9pp | 25.30%-20.5pp | 220.34%-215.6pp |
| Employer contribution / active EE | $36,746 | $4,099+796.5% | $3,420+974.5% | $4,156+784.2% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9 | $15,028-99.9% | $12,016-99.9% | $12,270-99.9% |