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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 | $100,841-100.0% | - | $167,518-100.0% |
| Participation rate | 0.0% | 69.9%-69.9pp | - | 82.1%-82.1pp |
| Annual return | -40.66% | 15.60%-56.3pp | - | 478.71%-519.4pp |
| Employer contribution / active EE | $0 | $3,097-100.0% | - | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,641-100.0% | - | $6,342-100.0% |
| Admin fee / account holder | $0 | $3,188-100.0% | - | $12,312-100.0% |