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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $676,477-100.0% | $133,975-100.0% | - |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | - |
| Annual return | -21.37% | 1.79%-23.2pp | 29.29%-50.7pp | - |
| Employer contribution / active EE | $0 | $3,505-100.0% | $5,211-100.0% | - |
| Participant deferral / active EE | $0 | $5,893-100.0% | $6,282-100.0% | - |
| Admin fee / account holder | $0 | $42,217-100.0% | $9,324-100.0% | - |