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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 | $38,732 | $105,960-63.4% | $81,726-52.6% | $158,982-75.6% |
| Participation rate | 95.7% | 75.6%+20.0pp | 72.0%+23.6pp | 82.0%+13.7pp |
| Annual return | -10.91% | 38.19%-49.1pp | 29.49%-40.4pp | 302.99%-313.9pp |
| Employer contribution / active EE | $32,142 | $7,805+311.8% | $4,311+645.6% | $4,763+574.8% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |