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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 | $58,129 | $75,388-22.9% | $123,553-53.0% | $55,725+4.3% |
| Participation rate | 93.1% | 75.7%+17.5pp | 82.3%+10.8pp | 70.9%+22.3pp |
| Annual return | 7.04% | 4.48%+2.6pp | 119.21%-112.2pp | 244.93%-237.9pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |