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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 | $68,276 | $73,978-7.7% | $96,515-29.3% | $75,173-9.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.17% | 26.72%-14.6pp | 35.73%-23.6pp | 160.72%-148.6pp |
| Employer contribution / active EE | $20,021 | $2,931+583.1% | $3,740+435.4% | $2,671+649.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |