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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 | $71,404 | $73,102-2.3% | $123,553-42.2% | $56,289+26.9% |
| Participation rate | 80.5% | 74.3%+6.2pp | 82.3%-1.8pp | 69.9%+10.7pp |
| Annual return | 20.98% | 3.01%+18.0pp | 119.21%-98.2pp | -9.96%+30.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |