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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -97.28% | 0.80%-98.1pp | 5.44%-102.7pp | 4.16%-101.4pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |