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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 | $18,685 | $60,393-69.1% | $81,820-77.2% | $74,429-74.9% |
| Participation rate | 92.7% | 62.9%+29.8pp | 72.4%+20.3pp | 67.2%+25.5pp |
| Annual return | 8.71% | 16.89%-8.2pp | 777.93%-769.2pp | 1368.38%-1359.7pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $1,491-100.0% | $7,391-100.0% | $1,944-100.0% |