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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 | $47,376 | $88,324-46.4% | $115,038-58.8% | $55,191-14.2% |
| Participation rate | 91.9% | 72.5%+19.4pp | 81.4%+10.5pp | 69.2%+22.7pp |
| Annual return | 16.99% | 6.30%+10.7pp | 26.14%-9.1pp | 10.78%+6.2pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |