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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 | $63,000 | $129,095-51.2% | $184,200-65.8% | $77,671-18.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 17.18% | 33.29%-16.1pp | 28.80%-11.6pp | 31.21%-14.0pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,424-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,907-100.0% | $430-100.0% |