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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 | $121,674 | $101,653+19.7% | $147,080-17.3% | $74,459+63.4% |
| Participation rate | 98.5% | 75.6%+22.9pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 49.73% | 8754.98%-8705.2pp | 420.17%-370.4pp | 1369.70%-1320.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |