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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 | $234,077-100.0% | $189,821-100.0% | $428,746-100.0% |
| Participation rate | 0.0% | 89.5%-89.5pp | 86.3%-86.3pp | 88.2%-88.2pp |
| Annual return | -100.53% | 11789.58%-11890.1pp | 10415.09%-10515.6pp | 331.92%-432.5pp |
| Employer contribution / active EE | $0 | $4,638-100.0% | $4,181-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,002-100.0% | $4,116-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $9,365-100.0% | $8,718-100.0% | $31,735-100.0% |