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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 | $183,540-100.0% | $92,915-100.0% | - |
| Participation rate | 0.0% | 69.1%-69.1pp | 76.0%-76.0pp | - |
| Annual return | 0.00% | 7.80%-7.8pp | 109.45%-109.4pp | - |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,653-100.0% | - |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,238-100.0% | - |
| Admin fee / account holder | $0 | $9,074-100.0% | $5,796-100.0% | - |