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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 | $138,732 | $61,660+125.0% | $80,022+73.4% | $64,173+116.2% |
| Participation rate | 95.1% | 71.7%+23.4pp | 75.8%+19.2pp | 69.6%+25.5pp |
| Annual return | 73.63% | -0.33%+74.0pp | 11.22%+62.4pp | 7.63%+66.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |