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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 | $24,013 | $61,125-60.7% | $94,057-74.5% | $87,485-72.6% |
| Participation rate | 97.1% | 64.1%+33.1pp | 73.3%+23.8pp | 68.9%+28.2pp |
| Annual return | 7.20% | 35.20%-28.0pp | 480.62%-473.4pp | 26.06%-18.9pp |
| Employer contribution / active EE | $2,857 | $2,136+33.7% | $2,933-2.6% | $2,596+10.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |