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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 | $71,244-100.0% | $102,511-100.0% | $352,355-100.0% |
| Participation rate | 0.0% | 91.7%-91.7pp | 81.5%-81.5pp | 89.9%-89.9pp |
| Annual return | -100.00% | -15.20%-84.8pp | -14.42%-85.6pp | 910.77%-1010.8pp |
| Employer contribution / active EE | $0 | $406-100.0% | $203-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $0 | $2,519-100.0% | $2,992-100.0% | $6,422-100.0% |
| Admin fee / account holder | $0 | $1,297-100.0% | $4,471-100.0% | $32,261-100.0% |