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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 | $67,996 | $76,112-10.7% | $96,544-29.6% | $71,529-4.9% |
| Participation rate | 97.2% | 74.4%+22.8pp | 76.0%+21.2pp | 67.9%+29.2pp |
| Annual return | 38.36% | 22.80%+15.6pp | 25.88%+12.5pp | 28.97%+9.4pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |