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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 | $0 | $33,520-100.0% | $663,797-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 40.5%-40.5pp | 2.1%-2.1pp |
| Annual return | 19.83% | 7.65%+12.2pp | 8.13%+11.7pp | 7.65%+12.2pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $42,719-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $12-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $13,741-100.0% | $193-100.0% |