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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 | $252,813-100.0% | $227,928-100.0% | $428,746-100.0% |
| Participation rate | 0.0% | 92.6%-92.6pp | 90.5%-90.5pp | 88.2%-88.2pp |
| Annual return | -81.53% | 2.59%-84.1pp | 2.99%-84.5pp | 331.92%-413.5pp |
| Employer contribution / active EE | $0 | $9,687-100.0% | $8,629-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,282-100.0% | $5,154-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $14,812-100.0% | $13,437-100.0% | $31,735-100.0% |