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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 | $18,574 | $160,070-88.4% | $147,117-87.4% | $145,897-87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.14% | 98.69%-93.5pp | 420.54%-415.4pp | 552.29%-547.1pp |
| Employer contribution / active EE | $9,093 | $5,285+72.1% | $4,932+84.4% | $4,663+95.0% |
| Participant deferral / active EE | $16,457 | $8,419+95.5% | $8,065+104.1% | $6,689+146.0% |
| Admin fee / account holder | $81 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |