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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,926 | $92,121+155.0% | $105,591+122.5% | $77,692+202.4% |
| Participation rate | 97.9% | 81.0%+16.9pp | 75.3%+22.6pp | 70.6%+27.3pp |
| Annual return | -63.06% | 17.84%-80.9pp | 116.43%-179.5pp | 31.25%-94.3pp |
| Employer contribution / active EE | $0 | $3,370-100.0% | $3,166-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $5,388-100.0% | $5,008-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,024-100.0% | $431-100.0% |