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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 | $84,570-100.0% | $85,946-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | -99.53% | 35.96%-135.5pp | 31.33%-130.9pp | 148.84%-248.4pp |
| Employer contribution / active EE | $0 | $4,651-100.0% | $4,539-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,847-100.0% | $5,465-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,225-100.0% | $11,250-100.0% | $14,480-100.0% |