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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 | $115,783-100.0% | $65,289-100.0% | $139,427-100.0% |
| Participation rate | 0.0% | 67.8%-67.8pp | 65.0%-65.0pp | 80.3%-80.3pp |
| Annual return | -112.78% | 31.21%-144.0pp | 47.38%-160.2pp | 373.27%-486.0pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,831-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,701-100.0% | $4,113-100.0% | $11,404-100.0% |