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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 | $111,814-83.9% | $103,374-82.6% | $145,959-87.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.13% | 24.77%-24.6pp | 24.89%-24.8pp | 561.95%-561.8pp |
| Employer contribution / active EE | $37,210 | $4,214+783.1% | $3,869+861.7% | $4,661+698.4% |
| Participant deferral / active EE | $15,250 | $5,618+171.4% | $5,058+201.5% | $6,689+128.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |