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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,009 | $150,447-54.8% | $136,298-50.1% | $147,586-53.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.99% | 1049.15%-1043.2pp | 5156.27%-5150.3pp | 578.59%-572.6pp |
| Employer contribution / active EE | $15,000 | $5,256+185.4% | $4,696+219.4% | $4,876+207.6% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $294 | $10,906-97.3% | $9,244-96.8% | $10,886-97.3% |