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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 | $63,364 | $80,005-20.8% | $140,019-54.7% | $55,725+13.7% |
| Participation rate | 99.6% | 87.0%+12.6pp | 87.5%+12.1pp | 70.9%+28.7pp |
| Annual return | 16.94% | 0.46%+16.5pp | 651.17%-634.2pp | 244.93%-228.0pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,605-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |