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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 | $56,384 | $100,272-43.8% | $170,057-66.8% | $74,473-24.3% |
| Participation rate | 99.3% | 87.4%+11.9pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 2.22% | 66.12%-63.9pp | 53.42%-51.2pp | 34.36%-32.1pp |
| Employer contribution / active EE | $0 | $4,266-100.0% | $6,790-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,826-100.0% | $347-100.0% |