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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $194,546-100.0% | $177,138-100.0% | $461,066-100.0% |
| Participation rate | 0.0% | 87.7%-87.7pp | 80.4%-80.4pp | 87.7%-87.7pp |
| Annual return | -99.86% | -1.68%-98.2pp | -1.47%-98.4pp | 484.84%-584.7pp |
| Employer contribution / active EE | $0 | $3,127-100.0% | $2,899-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $4,619-100.0% | $4,283-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $31,625-100.0% | $26,176-100.0% | $28,147-100.0% |