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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 | $156,318-100.0% | $145,433-100.0% | - |
| Participation rate | 0.0% | 68.6%-68.6pp | 82.1%-82.1pp | - |
| Annual return | -94.78% | 26.27%-121.1pp | 66.58%-161.4pp | - |
| Employer contribution / active EE | $0 | $3,387-100.0% | $4,554-100.0% | - |
| Participant deferral / active EE | $0 | $6,196-100.0% | $7,897-100.0% | - |
| Admin fee / account holder | $0 | $8,746-100.0% | $13,129-100.0% | - |