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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | - | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -3.10% | 1.67%-4.8pp | -1.50%-1.6pp | 1.67%-4.8pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $18,142-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $0 | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | - | $66,276-100.0% |