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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 | $22,553 | $115,810-80.5% | $101,271-77.7% | $158,966-85.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.87% | 56.15%-55.3pp | 46.48%-45.6pp | 302.95%-302.1pp |
| Employer contribution / active EE | $1,938 | $4,175-53.6% | $3,660-47.0% | $4,762-59.3% |
| Participant deferral / active EE | $4,362 | $4,958-12.0% | $4,371-0.2% | $5,983-27.1% |
| Admin fee / account holder | $274 | $7,248-96.2% | $5,948-95.4% | $11,250-97.6% |