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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,272 | $69,518-65.1% | $59,887-59.5% | $135,379-82.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.58% | 7.95%-18.5pp | 3.46%-14.0pp | 519.79%-530.4pp |
| Employer contribution / active EE | $4,441 | $3,235+37.3% | $2,722+63.1% | $4,779-7.1% |
| Participant deferral / active EE | $13,519 | $4,204+221.5% | $3,402+297.4% | $5,609+141.0% |
| Admin fee / account holder | $55 | $5,734-99.0% | $3,591-98.5% | $10,828-99.5% |