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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 | $61,902 | $48,314+28.1% | $67,561-8.4% | $80,925-23.5% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.7%+29.5pp |
| Annual return | 10.84% | 18.28%-7.4pp | 3525.44%-3514.6pp | 35.65%-24.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $30 | $3,690-99.2% | $4,006-99.2% | $6,940-99.6% |