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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 | $98,391 | $82,133+19.8% | $147,318-33.2% | $64,097+53.5% |
| Participation rate | 84.8% | 62.3%+22.5pp | 82.1%+2.7pp | 55.2%+29.6pp |
| Annual return | 5.74% | 78.78%-73.0pp | 70.43%-64.7pp | 34.64%-28.9pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $7,906-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $3,730-100.0% | $13,708-100.0% | $3,454-100.0% |