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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 | $100,290 | $79,189+26.6% | $102,457-2.1% | $74,400+34.8% |
| Participation rate | 97.2% | 74.8%+22.5pp | 76.5%+20.8pp | 67.2%+30.0pp |
| Annual return | 68.25% | 54.98%+13.3pp | 29.41%+38.8pp | 1367.51%-1299.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,451-100.0% | $1,944-100.0% |