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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 | $152,587-100.0% | $125,175-100.0% | $152,870-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | -100.00% | 54.84%-154.8pp | 43.79%-143.8pp | 345.34%-445.3pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |