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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 | $305,925-100.0% | $178,503-100.0% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 81.9%-81.9pp | - |
| Annual return | -21.63% | 10.58%-32.2pp | 151.12%-172.8pp | - |
| Employer contribution / active EE | $0 | $2,545-100.0% | $5,011-100.0% | - |
| Participant deferral / active EE | $0 | $2,511-100.0% | $5,202-100.0% | - |
| Admin fee / account holder | $0 | $21,071-100.0% | $13,987-100.0% | - |