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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 | $177,582-100.0% | $147,041-100.0% | - |
| Participation rate | 0.0% | 77.3%-77.3pp | 82.2%-82.2pp | - |
| Annual return | 0.00% | 11.53%-11.5pp | 419.21%-419.2pp | - |
| Employer contribution / active EE | $0 | $3,294-100.0% | $4,935-100.0% | - |
| Participant deferral / active EE | $0 | $6,947-100.0% | $8,071-100.0% | - |
| Admin fee / account holder | $0 | $27,748-100.0% | $13,006-100.0% | - |