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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 | $85,435-100.0% | $75,731-100.0% | - |
| Participation rate | 0.0% | 79.0%-79.0pp | 74.8%-74.8pp | - |
| Annual return | -100.00% | 14.16%-114.2pp | 104.65%-204.6pp | - |
| Employer contribution / active EE | $0 | $2,146-100.0% | $2,743-100.0% | - |
| Participant deferral / active EE | $0 | $3,526-100.0% | $3,820-100.0% | - |
| Admin fee / account holder | $0 | $3,220-100.0% | $3,620-100.0% | - |