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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 | $198,217-100.0% | $114,563-100.0% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 72.9%-72.9pp | - |
| Annual return | -100.00% | 9.45%-109.5pp | 241.09%-341.1pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,592-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,142-100.0% | - |
| Admin fee / account holder | $0 | $27,022-100.0% | $7,623-100.0% | - |