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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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,779 | $101,752-38.3% | $164,928-61.9% | $80,911-22.4% |
| Participation rate | 97.9% | 71.8%+26.1pp | 78.6%+19.3pp | 67.6%+30.3pp |
| Annual return | -11.29% | 16.73%-28.0pp | 70.08%-81.4pp | 35.63%-46.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,218-100.0% | $12,684-100.0% | $6,935-100.0% |