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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 | $50,504 | $80,177-37.0% | $123,894-59.2% | $57,658-12.4% |
| Participation rate | 88.4% | 74.4%+13.9pp | 81.4%+6.9pp | 70.2%+18.1pp |
| Annual return | 21.59% | 17.90%+3.7pp | 47.52%-25.9pp | 5.13%+16.5pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |