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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 | $600,318-100.0% | $600,318-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 51.1%-51.1pp | 42.6%-42.6pp | 31.0%-31.0pp |
| Annual return | 0.00% | 3.94%-3.9pp | 4.07%-4.1pp | 14.18%-14.2pp |
| Employer contribution / active EE | $0 | $38,558-100.0% | $37,644-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $54-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $54,828-100.0% | $54,828-100.0% | $17,688-100.0% |