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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 | $17,678 | $56,918-68.9% | $182,558-90.3% | $65,186-72.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | -4.84% | 27.67%-32.5pp | 148.59%-153.4pp | 29.39%-34.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,526-100.0% | $5,526-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $8,594-100.0% | $847-100.0% |