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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 | $158,458 | $65,378+142.4% | $87,103+81.9% | $65,186+143.1% |
| Participation rate | 99.1% | 75.3%+23.7pp | 76.9%+22.2pp | 70.2%+28.9pp |
| Annual return | -0.34% | 31.28%-31.6pp | 28.19%-28.5pp | 29.39%-29.7pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $12 | $520-97.7% | $7,491-99.8% | $847-98.6% |