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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 | $32,309 | $104,336-69.0% | $159,474-79.7% | $86,821-62.8% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.8%+15.2pp | 72.3%+25.8pp |
| Annual return | 1.88% | 26.32%-24.4pp | 263.68%-261.8pp | 97.94%-96.1pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |