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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 | $418,230-100.0% | $386,303-100.0% | $461,066-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 87.7%-87.7pp | 87.7%-87.7pp |
| Annual return | -100.00% | 213.00%-313.0pp | 210.04%-310.0pp | 484.84%-584.8pp |
| Employer contribution / active EE | $0 | $11,708-100.0% | $10,842-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $10,032-100.0% | $9,137-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $20,326-100.0% | $19,920-100.0% | $28,147-100.0% |