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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 | $114,874-100.0% | $94,563-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 17.9%-17.9pp | 47.3%-47.3pp |
| Annual return | 0.87% | 16.84%-16.0pp | 16.32%-15.4pp | 12.16%-11.3pp |
| Employer contribution / active EE | $0 | $40,622-100.0% | $31,806-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $211-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |