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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 | $43,709 | $100,901-56.7% | $75,501-42.1% | $147,586-70.4% |
| Participation rate | 84.6% | 77.1%+7.5pp | 72.4%+12.3pp | 82.8%+1.8pp |
| Annual return | 7.07% | 35.78%-28.7pp | 27.35%-20.3pp | 578.59%-571.5pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $77 | $11,285-99.3% | $5,801-98.7% | $10,886-99.3% |