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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 | $55,020 | $50,574+8.8% | $169,381-67.5% | $80,187-31.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 77.2%+22.8pp | 72.9%+27.1pp |
| Annual return | -5.32% | 22.92%-28.2pp | 406.41%-411.7pp | 40.40%-45.7pp |
| Employer contribution / active EE | $0 | $1,693-100.0% | $4,013-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $4,164-100.0% | $6,224-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $9,013-100.0% | $145-100.0% |