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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 | $80,332 | $95,580-16.0% | $76,872+4.5% | $139,466-42.4% |
| Participation rate | 0.0% | 74.0%-74.0pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | -7.55% | 55.00%-62.5pp | 37.90%-45.5pp | 373.66%-381.2pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $44 | $8,302-99.5% | $5,476-99.2% | $11,409-99.6% |