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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 | $24,488 | $56,438-56.6% | $76,902-68.2% | $71,529-65.8% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | -10.82% | 19.05%-29.9pp | 37.91%-48.7pp | 28.97%-39.8pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,534-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,833-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $5,479-100.0% | $1,588-100.0% |