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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 | $43,893 | $93,223-52.9% | $185,876-76.4% | $93,223-52.9% |
| Participation rate | 99.9% | 74.9%+25.0pp | 78.0%+21.9pp | 74.9%+25.0pp |
| Annual return | 7.28% | 19.29%-12.0pp | 35.96%-28.7pp | 19.29%-12.0pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $4,088-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $0 | $4,563-100.0% | $5,634-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $9,504-100.0% | $79-100.0% |