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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 | $60,270 | $155,795-61.3% | $136,298-55.8% | $69,631-13.4% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 27.05% | 232464.33%-232437.3pp | 5156.27%-5129.2pp | 27571.02%-27544.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |