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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 | $17,946 | $110,410-83.7% | $102,437-82.5% | $145,897-87.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.13% | 24.85%-24.7pp | 24.95%-24.8pp | 552.29%-552.2pp |
| Employer contribution / active EE | $37,210 | $4,217+782.3% | $3,871+861.3% | $4,663+698.0% |
| Participant deferral / active EE | $15,250 | $5,622+171.3% | $5,060+201.4% | $6,689+128.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |