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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 | $351,509-100.0% | $321,147-100.0% | $483,350-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 85.1%-85.1pp | 89.0%-89.0pp |
| Annual return | -100.00% | -8.14%-91.9pp | -7.38%-92.6pp | 533.38%-633.4pp |
| Employer contribution / active EE | $0 | $8,931-100.0% | $8,015-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $7,982-100.0% | $7,762-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $26,384-100.0% | $23,745-100.0% | $41,445-100.0% |