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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 | $0 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -25.62% | -2.89%-22.7pp | -102.04%+76.4pp | 10.56%-36.2pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $36,232-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |