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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 | $133,175 | $57,312+132.4% | $86,617+53.8% | $75,181+77.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.47% | 2672.78%-2659.3pp | 591.91%-578.4pp | 160.69%-147.2pp |
| Employer contribution / active EE | $10,524 | $2,315+354.5% | $3,023+248.1% | $2,671+294.1% |
| Participant deferral / active EE | $6,489 | $3,319+95.5% | $4,437+46.2% | $4,126+57.3% |
| Admin fee / account holder | $0 | $4,114-100.0% | $5,613-100.0% | $5,650-100.0% |