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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 | $311,053-100.0% | $269,665-100.0% | $352,355-100.0% |
| Participation rate | 0.0% | 89.5%-89.5pp | 84.6%-84.6pp | 89.9%-89.9pp |
| Annual return | -100.00% | -14.45%-85.6pp | -13.58%-86.4pp | 910.77%-1010.8pp |
| Employer contribution / active EE | $0 | $14,978-100.0% | $11,014-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $0 | $6,538-100.0% | $5,717-100.0% | $6,422-100.0% |
| Admin fee / account holder | $0 | $55,517-100.0% | $41,925-100.0% | $32,261-100.0% |