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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 | $48,284+28.2% | $67,524-8.3% | $80,911-23.5% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.6%+29.5pp |
| Annual return | 10.84% | 18.27%-7.4pp | 3519.41%-3508.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $30 | $3,688-99.2% | $4,001-99.2% | $6,935-99.6% |