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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 | $86,467 | $101,591-14.9% | $147,096-41.2% | $74,429+16.2% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.2%+6.3pp | 67.2%+21.3pp |
| Annual return | -8.64% | 8746.45%-8755.1pp | 419.75%-428.4pp | 1368.38%-1377.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $95 | $1,750-94.6% | $13,005-99.3% | $1,944-95.1% |