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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $176,799-100.0% | $146,649-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | -78.74% | 24.04%-102.8pp | 22.75%-101.5pp | 478.94%-557.7pp |
| Employer contribution / active EE | $0 | $5,162-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $13,263-100.0% | $10,281-100.0% | $12,317-100.0% |